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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 | $31,669 | $84,697-62.6% | $73,845-57.1% | $125,393-74.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.68% | 3123.66%-3122.0pp | 2267.91%-2266.2pp | 282.23%-280.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,777 | $3,993+44.7% | $3,583+61.2% | $5,351+7.9% |
| Admin fee / account holder | $2,447 | $5,692-57.0% | $4,881-49.9% | $9,541-74.4% |