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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 | $42,291 | $88,702-52.3% | $81,780-48.3% | $145,978-71.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.55% | 1029.12%-1016.6pp | 776.27%-763.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $771 | $4,645-83.4% | $4,321-82.2% | $6,690-88.5% |
| Admin fee / account holder | $731 | $8,414-91.3% | $7,384-90.1% | $13,400-94.5% |