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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 | $71,203 | $150,412-52.7% | $120,574-40.9% | $145,884-51.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.31% | 154.50%-144.2pp | 107.42%-97.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,342 | $6,175-62.1% | $4,996-53.1% | $6,690-65.0% |
| Admin fee / account holder | $29,728 | $12,224+143.2% | $9,445+214.8% | $13,392+122.0% |