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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 | $6,440 | $81,763-92.1% | $58,561-89.0% | $139,466-95.4% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 55.01% | 7427.77%-7372.8pp | 4251.33%-4196.3pp | 373.66%-318.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,783 | $2,555+243.8% | $1,923+356.7% | $6,712+30.9% |
| Admin fee / account holder | $1,953 | $3,273-40.3% | $2,520-22.5% | $11,409-82.9% |