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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 | $67,196 | $49,177+36.6% | $79,467-15.4% | $64,173+4.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.83% | -1.16%-3.7pp | 718.30%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,853 | $2,821+142.9% | $3,704+85.0% | $3,470+97.5% |
| Admin fee / account holder | $11,999 | $3,839+212.6% | $5,104+135.1% | $4,887+145.5% |