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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 | $16,330 | $72,403-77.4% | $67,524-75.8% | $145,978-88.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 49.75% | 7197.23%-7147.5pp | 3519.41%-3469.7pp | 550.52%-500.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,100 | $4,782+69.4% | $4,001+102.4% | $6,690+21.1% |
| Admin fee / account holder | $1,919 | $5,541-65.4% | $4,001-52.0% | $13,400-85.7% |