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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 | $73,421-53.1% | $66,439-48.1% | $155,188-77.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 18.04% | 1382.37%-1364.3pp | 757.66%-739.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,125 | $4,680-11.9% | $3,876+6.4% | $6,531-36.8% |
| Admin fee / account holder | $1,738 | $8,856-80.4% | $6,173-71.8% | $14,480-88.0% |