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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 | $88,166 | $72,396+21.8% | $67,511+30.6% | $145,959-39.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 7194.07%-7174.4pp | 3517.41%-3497.7pp | 561.95%-542.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,084 | $4,781-56.4% | $4,000-47.9% | $6,689-68.8% |
| Admin fee / account holder | $817 | $5,538-85.2% | $3,999-79.6% | $13,398-93.9% |