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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 | $52,229 | $90,530-42.3% | $76,030-31.3% | $145,897-64.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.93% | 625.08%-616.2pp | 361.54%-352.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,358 | $5,164+61.8% | $4,257+96.3% | $6,689+24.9% |
| Admin fee / account holder | $30,815 | $8,383+267.6% | $6,421+380.0% | $13,390+130.1% |