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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 | $51,571 | $90,691-43.1% | $76,119-32.2% | $145,884-64.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.00% | 624.52%-607.5pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,456 | $5,167-33.1% | $4,259-18.9% | $6,690-48.3% |
| Admin fee / account holder | $20,000 | $8,383+138.6% | $6,421+211.5% | $13,392+49.3% |