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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 | $56,666 | $84,708-33.1% | $75,714-25.2% | $167,536-66.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.73% | 199.62%-185.9pp | 104.62%-90.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,364 | $4,577+82.7% | $3,820+118.9% | $6,342+31.9% |
| Admin fee / account holder | $1,008 | $5,358-81.2% | $3,619-72.1% | $12,315-91.8% |