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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 | $76,368-65.7% | $67,681-61.3% | $154,746-83.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.74% | 1066.77%-1053.0pp | 590.58%-576.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,316 | $4,824-10.5% | $3,976+8.6% | $6,730-35.9% |
| Admin fee / account holder | $13,115 | $8,559+53.2% | $6,100+115.0% | $14,365-8.7% |