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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 | $3,482 | $76,522-95.5% | $56,033-93.8% | $145,884-97.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 3014.28%-3003.3pp | 1711.38%-1700.4pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,608 | $2,624-38.7% | $1,954-17.7% | $6,690-76.0% |
| Admin fee / account holder | $330 | $3,328-90.1% | $2,827-88.3% | $13,392-97.5% |