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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 | $5,583 | $76,522-92.7% | $56,033-90.0% | $145,884-96.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 3014.28%-3002.5pp | 1711.38%-1699.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,831 | $2,624+7.9% | $1,954+44.9% | $6,690-57.7% |
| Admin fee / account holder | $2,659 | $3,328-20.1% | $2,827-5.9% | $13,392-80.1% |