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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 | $150,811 | $76,522+97.1% | $56,033+169.1% | $145,884+3.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 3014.28%-3004.9pp | 1711.38%-1701.9pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $26,500 | $2,624+909.9% | $1,954+1256.2% | $6,690+296.1% |
| Admin fee / account holder | $1,253 | $3,328-62.4% | $2,827-55.7% | $13,392-90.6% |