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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 | $16,474 | $169,336-90.3% | $129,384-87.3% | $145,884-88.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.01% | 14408.70%-14391.7pp | 9461.77%-9444.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,600 | $4,985+92.6% | $4,166+130.5% | $6,690+43.5% |
| Admin fee / account holder | $17,182 | $9,912+73.3% | $7,686+123.6% | $13,392+28.3% |