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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 | $40,390 | $84,685-52.3% | $73,836-45.3% | $125,389-67.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.87% | 3123.80%-3120.9pp | 2268.06%-2265.2pp | 282.24%-279.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,250 | $3,993+6.4% | $3,583+18.6% | $5,352-20.6% |
| Admin fee / account holder | $6,917 | $5,694+21.5% | $4,882+41.7% | $9,541-27.5% |