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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 | $41,131 | $96,123-57.2% | $77,361-46.8% | $198,609-79.3% |
| Participation rate | 93.3% | 81.1%+12.2pp | 75.0%+18.4pp | 82.4%+11.0pp |
| Annual return | 18.06% | 2054.81%-2036.7pp | 1011.54%-993.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,732 | $4,975+135.8% | $3,911+200.0% | $6,977+68.2% |
| Admin fee / account holder | $5,459 | $9,471-42.4% | $5,894-7.4% | $19,030-71.3% |