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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 | $39,517 | $73,518-46.2% | $63,003-37.3% | $147,585-73.2% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 15.02% | 175.46%-160.4pp | 87.59%-72.6pp | 578.57%-563.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,757 | $4,183+37.6% | $3,329+72.9% | $5,439+5.9% |
| Admin fee / account holder | $640 | $5,952-89.3% | $3,600-82.2% | $10,885-94.1% |