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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 | $19,399 | $49,897-61.1% | $80,648-75.9% | $75,177-74.2% |
| Participation rate | 88.9% | 55.3%+33.6pp | 67.0%+21.9pp | 67.2%+21.7pp |
| Annual return | 103.44% | 34.68%+68.8pp | 937.21%-833.8pp | 160.75%-57.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,410 | $2,992+214.5% | $4,443+111.8% | $4,126+128.0% |
| Admin fee / account holder | $1,199 | $3,579-66.5% | $5,382-77.7% | $5,651-78.8% |