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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 | $21,422 | $99,031-78.4% | $86,597-75.3% | $147,585-85.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.77% | 1312.56%-1297.8pp | 964.96%-950.2pp | 578.57%-563.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,381 | $3,972-14.9% | $3,609-6.3% | $5,439-37.8% |
| Admin fee / account holder | $1,502 | $5,711-73.7% | $4,906-69.4% | $10,885-86.2% |