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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 | $34,020 | $84,685-59.8% | $73,836-53.9% | $125,389-72.9% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | 4.08% | 3123.80%-3119.7pp | 2268.06%-2264.0pp | 282.24%-278.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,607 | $3,993+65.5% | $3,583+84.4% | $5,352+23.5% |
| Admin fee / account holder | $3,544 | $5,694-37.8% | $4,882-27.4% | $9,541-62.9% |