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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 | $40,922 | $102,595-60.1% | $94,057-56.5% | $154,746-73.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.66% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,583 | $5,118+87.2% | $4,709+103.5% | $6,730+42.4% |
| Admin fee / account holder | $14,011 | $7,736+81.1% | $7,244+93.4% | $14,365-2.5% |