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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,855 | $90,607-60.4% | $79,467-54.9% | $135,380-73.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.84% | 977.74%-969.9pp | 718.30%-710.5pp | 519.81%-512.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,497 | $4,050+11.0% | $3,704+21.4% | $5,609-19.8% |
| Admin fee / account holder | $4,804 | $5,895-18.5% | $5,104-5.9% | $10,828-55.6% |