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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 | $20,505 | $102,635-80.0% | $86,209-76.2% | $139,456-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.68% | 1923.53%-1907.8pp | 1169.05%-1153.4pp | 373.45%-357.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,632 | $4,677-1.0% | $3,986+16.2% | $6,711-31.0% |
| Admin fee / account holder | $1,300 | $8,661-85.0% | $6,853-81.0% | $11,407-88.6% |