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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 | $71,131 | $102,595-30.7% | $94,057-24.4% | $154,746-54.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.51% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,101 | $5,118-39.4% | $4,709-34.2% | $6,730-53.9% |
| Admin fee / account holder | $5,080 | $7,736-34.3% | $7,244-29.9% | $14,365-64.6% |