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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 | $20,889 | $99,031-78.9% | $86,597-75.9% | $147,585-85.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.67% | 1312.56%-1298.9pp | 964.96%-951.3pp | 578.57%-564.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,396 | $3,972-39.7% | $3,609-33.6% | $5,439-55.9% |
| Admin fee / account holder | $2,189 | $5,711-61.7% | $4,906-55.4% | $10,885-79.9% |