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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 | $76,634-94.8% | $56,054-92.9% | $145,978-97.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 3004.33%-2992.3pp | 1705.95%-1693.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,325 | $2,622-49.5% | $1,952-32.1% | $6,690-80.2% |
| Admin fee / account holder | $473 | $3,321-85.8% | $2,822-83.3% | $13,400-96.5% |