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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 | $73,421-62.4% | $66,439-58.5% | $155,188-82.2% |
| Participation rate | 91.7% | 79.7%+12.0pp | 74.5%+17.2pp | 80.8%+10.9pp |
| Annual return | 52.44% | 1382.37%-1329.9pp | 757.66%-705.2pp | 148.84%-96.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,881 | $4,680+153.9% | $3,876+206.5% | $6,531+81.9% |
| Admin fee / account holder | $1,301 | $8,856-85.3% | $6,173-78.9% | $14,480-91.0% |