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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 | $3,966 | $76,608-94.8% | $56,077-92.9% | $145,877-97.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 3009.59%-2997.6pp | 1709.28%-1697.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,325 | $2,624-49.5% | $1,954-32.2% | $6,691-80.2% |
| Admin fee / account holder | $473 | $3,325-85.8% | $2,825-83.3% | $13,402-96.5% |