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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 | $73,546-46.3% | $63,018-37.3% | $147,586-73.2% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 15.02% | 175.56%-160.5pp | 87.62%-72.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,757 | $4,185+37.6% | $3,330+72.9% | $5,439+5.9% |
| Admin fee / account holder | $640 | $5,956-89.3% | $3,601-82.2% | $10,886-94.1% |