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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 | $23,114 | $90,614-74.5% | $76,089-69.6% | $145,877-84.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.59% | 623.80%-607.2pp | 360.94%-344.4pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,878 | $5,168+110.5% | $4,259+155.4% | $6,691+62.6% |
| Admin fee / account holder | $3,125 | $8,376-62.7% | $6,418-51.3% | $13,402-76.7% |