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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 | $34,917 | $109,863-68.2% | $98,477-64.5% | $167,518-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.23% | 1958.09%-1941.9pp | 1493.59%-1477.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,234 | $4,673-9.4% | $4,276-1.0% | $6,342-33.2% |
| Admin fee / account holder | $14,908 | $6,755+120.7% | $5,951+150.5% | $12,312+21.1% |