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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 | $8,295 | $88,754-90.7% | $81,820-89.9% | $145,877-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.29% | 1031.77%-1021.5pp | 777.93%-767.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,737 | $4,648+23.4% | $4,323+32.7% | $6,691-14.2% |
| Admin fee / account holder | $479 | $8,424-94.3% | $7,391-93.5% | $13,402-96.4% |