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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 | $27,136 | $96,123-71.8% | $77,361-64.9% | $198,609-86.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 75.0%+12.5pp | 82.4%+5.1pp |
| Annual return | 18.43% | 2054.81%-2036.4pp | 1011.54%-993.1pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,875 | $4,975+58.3% | $3,911+101.4% | $6,977+12.9% |
| Admin fee / account holder | $3,740 | $9,471-60.5% | $5,894-36.5% | $19,030-80.3% |