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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 | $19,878 | $102,595-80.6% | $94,057-78.9% | $154,746-87.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.60% | 583.42%-561.8pp | 480.62%-459.0pp | 172.34%-150.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,485 | $5,118-31.9% | $4,709-26.0% | $6,730-48.2% |
| Admin fee / account holder | $3,758 | $7,736-51.4% | $7,244-48.1% | $14,365-73.8% |