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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 | $38,801 | $99,011-60.8% | $86,582-55.2% | $147,586-73.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.60% | 1312.75%-1302.1pp | 965.08%-954.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,443 | $3,972+112.5% | $3,609+134.0% | $5,439+55.2% |
| Admin fee / account holder | $422 | $5,709-92.6% | $4,904-91.4% | $10,886-96.1% |