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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 | $79,594 | $150,447-47.1% | $136,298-41.6% | $147,586-46.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.53% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,947 | $6,631-40.5% | $6,247-36.8% | $5,439-27.4% |
| Admin fee / account holder | $7,814 | $10,906-28.3% | $9,244-15.5% | $10,886-28.2% |