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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 | $88,778-59.7% | $81,844-56.3% | $145,884-75.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.83% | 1033.03%-1014.2pp | 778.87%-760.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $36,750 | $4,648+690.6% | $4,323+750.0% | $6,690+449.4% |
| Admin fee / account holder | $31,048 | $8,430+268.3% | $7,355+322.1% | $13,392+131.8% |