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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 | $45,438 | $159,934-71.6% | $147,005-69.1% | $145,959-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.19% | 98.24%-68.0pp | 418.76%-388.6pp | 561.95%-531.8pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,081 | $8,427-27.8% | $8,070-24.6% | $6,689-9.1% |
| Admin fee / account holder | $4,536 | $15,053-69.9% | $13,006-65.1% | $13,398-66.1% |