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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 | $15,417 | $167,030-90.8% | $135,768-88.6% | $155,188-90.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 28.15% | 678.39%-650.2pp | 526.10%-497.9pp | 148.84%-120.7pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,019 | $4,528-11.2% | $3,977+1.0% | $6,531-38.5% |
| Admin fee / account holder | $2,483 | $8,172-69.6% | $7,048-64.8% | $14,480-82.9% |