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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 | $24,081 | $90,617-73.4% | $79,476-69.7% | $135,382-82.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.52% | 977.57%-969.0pp | 718.21%-709.7pp | 519.77%-511.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,842 | $4,050+143.0% | $3,704+165.7% | $5,609+75.5% |
| Admin fee / account holder | $108,029 | $5,907+1728.7% | $5,113+2012.7% | $10,829+897.6% |