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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 | $34,461 | $68,097-49.4% | $62,929-45.2% | $137,256-74.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.04% | 1859.11%-1841.1pp | 1063.93%-1045.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,125 | $4,553-9.4% | $3,888+6.1% | $6,407-35.6% |
| Admin fee / account holder | $1,738 | $6,521-73.3% | $5,065-65.7% | $12,270-85.8% |