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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 | $19,872 | $88,754-77.6% | $81,820-75.7% | $145,877-86.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.11% | 1031.77%-1011.7pp | 777.93%-757.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,124 | $4,648+10.3% | $4,323+18.5% | $6,691-23.4% |
| Admin fee / account holder | $345 | $8,424-95.9% | $7,391-95.3% | $13,402-97.4% |