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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 | $31,756 | $97,732-67.5% | $83,831-62.1% | $135,380-76.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.11% | 1287.56%-1282.4pp | 850.99%-845.9pp | 519.81%-514.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,213 | $4,683-74.1% | $4,082-70.3% | $5,609-78.4% |
| Admin fee / account holder | $2,416 | $6,675-63.8% | $5,479-55.9% | $10,828-77.7% |