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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 | $35,694 | $102,595-65.2% | $94,057-62.1% | $154,746-76.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.38% | 583.42%-573.0pp | 480.62%-470.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,366 | $5,118+102.5% | $4,709+120.1% | $6,730+54.0% |
| Admin fee / account holder | $1,253 | $7,736-83.8% | $7,244-82.7% | $14,365-91.3% |