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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 | $40,711 | $99,011-58.9% | $86,582-53.0% | $147,586-72.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.05% | 1312.75%-1301.7pp | 965.08%-954.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,466 | $3,972-37.9% | $3,609-31.7% | $5,439-54.7% |
| Admin fee / account holder | $3,832 | $5,709-32.9% | $4,904-21.9% | $10,886-64.8% |