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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 | $16,012 | $55,446-71.1% | $155,574-89.7% | $74,429-78.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 84.18% | 269.20%-185.0pp | 64.87%+19.3pp | 1368.38%-1284.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $899 | $2,836-68.3% | $5,629-84.0% | $4,348-79.3% |
| Admin fee / account holder | $1,845 | $1,743+5.8% | $15,914-88.4% | $1,944-5.1% |