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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 | $38,190 | $59,107-35.4% | $86,439-55.8% | $68,495-44.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 198.73% | -0.23%+199.0pp | 4395.55%-4196.8pp | -7.84%+206.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,190 | $5,901+123.5% | $6,952+89.7% | $4,028+227.5% |
| Admin fee / account holder | $2,011 | $5,637-64.3% | $6,732-70.1% | $5,403-62.8% |