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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 | $72,446+21.7% | $67,561+30.5% | $145,877-39.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 7211.98%-7192.3pp | 3525.44%-3505.8pp | 551.28%-531.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,084 | $4,785-56.4% | $4,003-47.9% | $6,691-68.9% |
| Admin fee / account holder | $817 | $5,541-85.3% | $4,006-79.6% | $13,402-93.9% |