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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 | $41,808 | $84,697-50.6% | $73,845-43.4% | $125,393-66.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.63% | 3123.66%-3122.0pp | 2267.91%-2266.3pp | 282.23%-280.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,555 | $3,993+64.2% | $3,583+82.9% | $5,351+22.5% |
| Admin fee / account holder | $1,485 | $5,692-73.9% | $4,881-69.6% | $9,541-84.4% |