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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 | $53,094 | $72,396-26.7% | $67,511-21.4% | $145,959-63.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.22% | 7194.07%-7182.9pp | 3517.41%-3506.2pp | 561.95%-550.7pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $30,000 | $4,781+527.4% | $4,000+649.9% | $6,689+348.5% |
| Admin fee / account holder | $962 | $5,538-82.6% | $3,999-75.9% | $13,398-92.8% |