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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 | $131,627 | $90,607+45.3% | $79,467+65.6% | $135,380-2.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.59% | 977.74%-968.1pp | 718.30%-708.7pp | 519.81%-510.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,292 | $4,050+80.0% | $3,704+96.9% | $5,609+30.0% |
| Admin fee / account holder | $4,165 | $5,895-29.3% | $5,104-18.4% | $10,828-61.5% |