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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 | $60,395 | $85,060-29.0% | $70,548-14.4% | $139,456-56.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 10.55% | 30.38%-19.8pp | 32.78%-22.2pp | 373.45%-362.9pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,198 | $5,890+56.2% | $4,567+101.4% | $6,711+37.0% |
| Admin fee / account holder | $74,095 | $8,925+730.2% | $6,424+1053.5% | $11,407+549.6% |