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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 | $76,785+96.4% | $56,441+167.2% | $145,959+3.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 3000.51%-2991.1pp | 1704.21%-1694.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $26,500 | $2,624+910.0% | $1,953+1257.0% | $6,689+296.2% |
| Admin fee / account holder | $1,253 | $3,334-62.4% | $2,829-55.7% | $13,398-90.6% |