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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 | $23,109 | $57,305-59.7% | $86,640-73.3% | $75,173-69.3% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 57.90% | 2674.24%-2616.3pp | 592.52%-534.6pp | 160.72%-102.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,330 | $3,320+301.6% | $4,438+200.3% | $4,126+223.1% |
| Admin fee / account holder | $1,991 | $4,116-51.6% | $5,616-64.6% | $5,651-64.8% |