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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 | $26,206 | $68,097-61.5% | $62,929-58.4% | $137,256-80.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.74% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,316 | $4,553-5.2% | $3,888+11.0% | $6,407-32.6% |
| Admin fee / account holder | $13,115 | $6,521+101.1% | $5,065+159.0% | $12,270+6.9% |