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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 | $89,571 | $90,607-1.1% | $79,467+12.7% | $135,380-33.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.80% | 977.74%-975.9pp | 718.30%-716.5pp | 519.81%-518.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,377 | $4,050+8.1% | $3,704+18.2% | $5,609-22.0% |
| Admin fee / account holder | $2,975 | $5,895-49.5% | $5,104-41.7% | $10,828-72.5% |