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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 | $103,382 | $125,184-17.4% | $105,607-2.1% | $145,884-29.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.03% | 225.00%-215.0pp | 116.11%-106.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,977 | $5,714-30.4% | $5,011-20.6% | $6,690-40.6% |
| Admin fee / account holder | $643 | $17,133-96.2% | $10,958-94.1% | $13,392-95.2% |