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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 | $30,897 | $106,005-70.9% | $92,239-66.5% | $147,585-79.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.39% | 50.05%-35.7pp | 176.29%-161.9pp | 578.58%-564.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,208 | $4,478+127.9% | $3,897+161.9% | $5,439+87.7% |
| Admin fee / account holder | $17,929 | $6,333+183.1% | $5,194+245.2% | $10,886+64.7% |