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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 | $205,890 | $73,546+179.9% | $63,018+226.7% | $147,586+39.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.83% | 175.56%-163.7pp | 87.62%-75.8pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $26,000 | $4,185+521.3% | $3,330+680.9% | $5,439+378.1% |
| Admin fee / account holder | $2,755 | $5,956-53.8% | $3,601-23.5% | $10,886-74.7% |