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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 | $66,936 | $166,089-59.7% | $164,928-59.4% | $145,978-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.76% | 100.26%-90.5pp | 70.08%-60.3pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,728 | $6,961-17.7% | $6,034-5.1% | $6,690-14.4% |
| Admin fee / account holder | $1,392,611 | $16,641+8268.8% | $12,684+10878.9% | $13,400+10292.4% |