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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 | $4,192 | $88,754-95.3% | $81,820-94.9% | $145,877-97.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 33.09% | 1031.77%-998.7pp | 777.93%-744.8pp | 551.28%-518.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,426 | $4,648-47.8% | $4,323-43.9% | $6,691-63.7% |
| Admin fee / account holder | $1,307 | $8,424-84.5% | $7,391-82.3% | $13,402-90.2% |