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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 | $33,691 | $138,102-75.6% | $125,381-73.1% | $134,532-75.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | 6.02% | 750.73%-744.7pp | 572.31%-566.3pp | 418.27%-412.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,096 | $7,801-21.9% | $7,448-18.2% | $6,401-4.8% |
| Admin fee / account holder | $13,889 | $11,568+20.1% | $10,007+38.8% | $11,429+21.5% |