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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 | $27,015 | $96,691-72.1% | $86,656-68.8% | $139,487-80.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.71% | 106.87%-92.2pp | 593.09%-578.4pp | 373.84%-359.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,137 | $4,838+68.2% | $4,439+83.3% | $6,713+21.2% |
| Admin fee / account holder | $7,391 | $6,414+15.2% | $5,619+31.5% | $11,407-35.2% |