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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 | $32,371 | $180,466-82.1% | $154,114-79.0% | $135,382-76.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.26% | 888.15%-884.9pp | 735.16%-731.9pp | 519.77%-516.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,255 | $5,806-9.5% | $5,081+3.4% | $5,609-6.3% |
| Admin fee / account holder | $4,718 | $16,144-70.8% | $13,411-64.8% | $10,829-56.4% |