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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 | $16,511 | $81,763-79.8% | $58,561-71.8% | $139,466-88.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.38% | 7427.77%-7404.4pp | 4251.33%-4227.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,048 | $2,555+371.6% | $1,923+526.5% | $6,712+79.5% |
| Admin fee / account holder | $1,249 | $3,273-61.8% | $2,520-50.5% | $11,409-89.1% |