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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 | $44,284 | $99,079-55.3% | $78,002-43.2% | $273,972-83.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.22% | 217.93%-206.7pp | 425.99%-414.8pp | 41.46%-30.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,278 | $4,306+22.6% | $3,497+50.9% | $5,287-0.2% |
| Admin fee / account holder | $525 | $8,954-94.1% | $5,481-90.4% | $10,133-94.8% |