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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 | $39,294 | $166,131-76.3% | $164,975-76.2% | $145,877-73.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 45.28% | 100.37%-55.1pp | 70.12%-24.8pp | 551.28%-506.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,388 | $6,962-65.7% | $6,033-60.4% | $6,691-64.3% |
| Admin fee / account holder | $529 | $16,648-96.8% | $12,688-95.8% | $13,402-96.1% |