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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 | $27,605 | $68,097-59.5% | $62,929-56.1% | $137,256-79.9% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 52.44% | 1859.11%-1806.7pp | 1063.93%-1011.5pp | 220.34%-167.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,881 | $4,553+161.0% | $3,888+205.6% | $6,407+85.4% |
| Admin fee / account holder | $1,301 | $6,521-80.0% | $5,065-74.3% | $12,270-89.4% |