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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 | $49,378 | $176,120-72.0% | $159,487-69.0% | $167,553-70.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.36% | 331.95%-321.6pp | 263.71%-253.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,960 | $7,752-23.1% | $7,354-18.9% | $6,343-6.0% |
| Admin fee / account holder | $5,783 | $12,561-54.0% | $10,804-46.5% | $12,316-53.0% |