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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 | $28,615 | $47,479-39.7% | $62,929-54.5% | $82,448-65.3% |
| Participation rate | 80.0% | 66.9%+13.1pp | 73.1%+6.9pp | 68.1%+11.9pp |
| Annual return | 182.92% | 20.34%+162.6pp | 1063.93%-881.0pp | 41.64%+141.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,319 | $2,870+364.0% | $3,888+242.5% | $4,139+221.8% |
| Admin fee / account holder | $874 | $3,804-77.0% | $5,065-82.7% | $7,234-87.9% |