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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 | $36,605 | $150,442-75.7% | $136,295-73.1% | $147,585-75.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.27% | 1049.09%-1030.8pp | 5155.97%-5137.7pp | 578.56%-560.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,174 | $6,630+98.7% | $6,247+110.9% | $5,439+142.2% |
| Admin fee / account holder | $3,764 | $10,905-65.5% | $9,243-59.3% | $10,885-65.4% |