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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 | $24,922 | $100,868-75.3% | $90,414-72.4% | $158,931-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.82% | 1724.58%-1717.8pp | 1293.19%-1286.4pp | 302.86%-296.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $19,955 | $4,348+359.0% | $3,963+403.5% | $5,982+233.6% |
| Admin fee / account holder | $104,096 | $6,502+1501.0% | $5,611+1755.1% | $11,247+825.6% |