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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 | $65,815 | $121,677-45.9% | $104,625-37.1% | $158,966-58.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.37% | 465.58%-460.2pp | 340.60%-335.2pp | 302.95%-297.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,016 | $4,175-51.7% | $3,738-46.1% | $5,983-66.3% |
| Admin fee / account holder | $23,966 | $7,777+208.2% | $6,465+270.7% | $11,250+113.0% |