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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 | $35,795 | $88,710-59.7% | $81,783-56.2% | $145,959-75.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.83% | 1027.26%-1008.4pp | 775.05%-756.2pp | 561.95%-543.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $36,750 | $4,645+691.2% | $4,320+750.6% | $6,689+449.4% |
| Admin fee / account holder | $31,048 | $8,407+269.3% | $7,380+320.7% | $13,398+131.7% |