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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 | $57,010 | $73,421-22.4% | $66,439-14.2% | $155,188-63.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 33.40% | 1382.37%-1349.0pp | 757.66%-724.3pp | 148.84%-115.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,120 | $4,680+9.4% | $3,876+32.1% | $6,531-21.6% |
| Admin fee / account holder | $2,452 | $8,856-72.3% | $6,173-60.3% | $14,480-83.1% |