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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 | $88,778-52.4% | $81,844-48.3% | $145,884-71.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.55% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $771 | $4,648-83.4% | $4,323-82.2% | $6,690-88.5% |
| Admin fee / account holder | $731 | $8,430-91.3% | $7,355-90.1% | $13,392-94.5% |