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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 | $24,717 | $76,368-67.6% | $67,681-63.5% | $154,746-84.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 28.98% | 1066.77%-1037.8pp | 590.58%-561.6pp | 172.34%-143.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,390 | $4,824+136.1% | $3,976+186.5% | $6,730+69.2% |
| Admin fee / account holder | $5,057 | $8,559-40.9% | $6,100-17.1% | $14,365-64.8% |