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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 | $25,549 | $96,123-73.4% | $77,361-67.0% | $198,609-87.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 75.0%+13.9pp | 82.4%+6.5pp |
| Annual return | 44.76% | 2054.81%-2010.0pp | 1011.54%-966.8pp | 202.70%-157.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,232 | $4,975+145.9% | $3,911+212.8% | $6,977+75.3% |
| Admin fee / account holder | $3,244 | $9,471-65.7% | $5,894-45.0% | $19,030-83.0% |