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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 | $84,685-62.6% | $73,836-57.1% | $125,389-74.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.68% | 3123.80%-3122.1pp | 2268.06%-2266.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,777 | $3,993+44.7% | $3,583+61.2% | $5,352+7.9% |
| Admin fee / account holder | $2,447 | $5,694-57.0% | $4,882-49.9% | $9,541-74.4% |