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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 | $51,844 | $95,895-45.9% | $79,576-34.8% | $134,509-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 93.46% | -2.72%+96.2pp | 0.15%+93.3pp | 418.13%-324.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,631 | $4,693+41.3% | $3,985+66.4% | $6,400+3.6% |
| Admin fee / account holder | $9,138 | $9,129+0.1% | $6,834+33.7% | $11,427-20.0% |