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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 | $62,674 | $68,097-8.0% | $62,929-0.4% | $137,256-54.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.50% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,030 | $4,553+32.5% | $3,888+55.1% | $6,407-5.9% |
| Admin fee / account holder | $965 | $6,521-85.2% | $5,065-80.9% | $12,270-92.1% |