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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 | $80,153 | $84,685-5.4% | $73,836+8.6% | $125,389-36.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.31% | 3123.80%-3120.5pp | 2268.06%-2264.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,958 | $3,993+124.4% | $3,583+150.0% | $5,352+67.4% |
| Admin fee / account holder | $1,258 | $5,694-77.9% | $4,882-74.2% | $9,541-86.8% |