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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 | $30,194 | $99,011-69.5% | $86,582-65.1% | $147,586-79.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.25% | 1312.75%-1298.5pp | 965.08%-950.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,560 | $3,972-35.6% | $3,609-29.1% | $5,439-52.9% |
| Admin fee / account holder | $767 | $5,709-86.6% | $4,904-84.4% | $10,886-93.0% |