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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 | $78,828 | $96,678-18.5% | $86,640-9.0% | $139,466-43.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 106.69%-93.8pp | 592.52%-579.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,211 | $4,837+111.1% | $4,438+130.1% | $6,712+52.1% |
| Admin fee / account holder | $16,049 | $6,410+150.4% | $5,616+185.8% | $11,409+40.7% |