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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 | $22,604 | $102,696-78.0% | $86,235-73.8% | $139,487-83.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 28.96% | 1925.91%-1897.0pp | 1170.03%-1141.1pp | 373.84%-344.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,741 | $4,679+108.2% | $3,987+144.3% | $6,713+45.1% |
| Admin fee / account holder | $883 | $8,667-89.8% | $6,856-87.1% | $11,407-92.3% |