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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 | $17,721 | $72,446-75.5% | $67,561-73.8% | $145,877-87.9% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 28.62% | 7211.98%-7183.4pp | 3525.44%-3496.8pp | 551.28%-522.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,685 | $4,785+144.2% | $4,003+191.9% | $6,691+74.6% |
| Admin fee / account holder | $9,152 | $5,541+65.2% | $4,006+128.5% | $13,402-31.7% |