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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 | $84,694 | $168,635-49.8% | $147,617-42.6% | $125,389-32.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.38% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,849 | $5,507+42.5% | $4,895+60.3% | $5,352+46.7% |
| Admin fee / account holder | $2,734 | $13,580-79.9% | $11,612-76.5% | $9,541-71.3% |