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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 | $25,712 | $59,116-56.5% | $86,438-70.3% | $68,486-62.5% |
| Participation rate | 88.4% | 75.2%+13.1pp | 80.3%+8.0pp | 67.9%+20.5pp |
| Annual return | 125.21% | -0.23%+125.4pp | 4397.19%-4272.0pp | -7.85%+133.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,662 | $5,902+114.5% | $6,952+82.1% | $4,028+214.4% |
| Admin fee / account holder | $1,266 | $5,639-77.5% | $6,733-81.2% | $5,404-76.6% |