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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 | $24,548 | $150,445-83.7% | $136,297-82.0% | $147,585-83.4% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 573.09% | 1049.14%-476.0pp | 5156.16%-4583.1pp | 578.57%-5.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,509 | $6,631-1.8% | $6,247+4.2% | $5,439+19.7% |
| Admin fee / account holder | $1,951 | $10,906-82.1% | $9,244-78.9% | $10,885-82.1% |