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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 | $27,561 | $59,116-53.4% | $86,438-68.1% | $68,486-59.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | 229.44% | -0.23%+229.7pp | 4397.19%-4167.8pp | -7.85%+237.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $18,341 | $5,902+210.8% | $6,952+163.8% | $4,028+355.4% |
| Admin fee / account holder | $17,724 | $5,639+214.3% | $6,733+163.2% | $5,404+228.0% |