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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 | $101,961 | $73,518+38.7% | $63,005+61.8% | $147,585-30.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.24% | 175.46%-161.2pp | 87.59%-73.4pp | 578.58%-564.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,161 | $4,183-72.2% | $3,329-65.1% | $5,439-78.6% |
| Admin fee / account holder | $9,388 | $5,952+57.7% | $3,599+160.8% | $10,886-13.8% |