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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 | $55,455 | $103,038-46.2% | $90,324-38.6% | $152,909-63.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.19% | 95.25%-82.1pp | 78.15%-65.0pp | 345.46%-332.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,521 | $4,282-17.8% | $3,885-9.4% | $5,851-39.8% |
| Admin fee / account holder | $5,735 | $6,177-7.2% | $5,356+7.1% | $11,601-50.6% |