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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 | $22,361 | $72,465-69.1% | $67,575-66.9% | $145,884-84.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.70% | 7222.56%-7202.9pp | 3528.98%-3509.3pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,875 | $4,786+127.2% | $4,003+171.6% | $6,690+62.6% |
| Admin fee / account holder | $3,079 | $5,515-44.2% | $3,993-22.9% | $13,392-77.0% |