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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 | $26,821 | $99,647-73.1% | $86,439-69.0% | $134,509-80.1% |
| Participation rate | 93.8% | 82.1%+11.7pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -3.50% | 6784.13%-6787.6pp | 4395.55%-4399.1pp | 418.13%-421.6pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,193 | $7,246+82.1% | $6,952+89.8% | $6,400+106.1% |
| Admin fee / account holder | $11,252 | $8,373+34.4% | $6,732+67.2% | $11,427-1.5% |