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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 | $78,895 | $104,924-24.8% | $84,623-6.8% | $152,885-48.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.26% | 373.82%-355.6pp | 258.77%-240.5pp | 345.39%-327.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,542 | $4,689-45.8% | $3,899-34.8% | $5,851-56.6% |
| Admin fee / account holder | $886 | $6,242-85.8% | $4,913-82.0% | $11,598-92.4% |