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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 | $16,096 | $84,685-81.0% | $73,836-78.2% | $125,389-87.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.51% | 3123.80%-3122.3pp | 2268.06%-2266.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,742 | $3,993-31.3% | $3,583-23.5% | $5,352-48.8% |
| Admin fee / account holder | $8,805 | $5,694+54.6% | $4,882+80.4% | $9,541-7.7% |