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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 | $79,007 | $176,071-55.1% | $159,450-50.5% | $167,497-52.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.03% | 331.79%-320.8pp | 263.60%-252.6pp | 478.62%-467.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,638 | $7,750-14.3% | $7,352-9.7% | $6,341+4.7% |
| Admin fee / account holder | $850 | $12,555-93.2% | $10,800-92.1% | $12,310-93.1% |