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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 | $166,242-59.7% | $165,071-59.5% | $145,884-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.76% | 100.44%-90.7pp | 70.17%-60.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,728 | $6,964-17.7% | $6,035-5.1% | $6,690-14.4% |
| Admin fee / account holder | $1,392,611 | $16,658+8259.8% | $12,695+10869.8% | $13,392+10299.0% |