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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 | $75,419 | $96,678-22.0% | $86,640-13.0% | $139,466-45.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.81% | 106.69%-83.9pp | 592.52%-569.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,698 | $4,837+79.8% | $4,438+96.0% | $6,712+29.6% |
| Admin fee / account holder | $1,025 | $6,410-84.0% | $5,616-81.8% | $11,409-91.0% |