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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 | $19,034 | $84,685-77.5% | $73,836-74.2% | $125,389-84.8% |
| Participation rate | 73.3% | 76.8%-3.4pp | 73.4%-0.1pp | 83.2%-9.9pp |
| Annual return | 1.37% | 3123.80%-3122.4pp | 2268.06%-2266.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,639 | $3,993-33.9% | $3,583-26.3% | $5,352-50.7% |
| Admin fee / account holder | $825 | $5,694-85.5% | $4,882-83.1% | $9,541-91.4% |