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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 | $17,963 | $70,121-74.4% | $63,803-71.8% | $138,895-87.1% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 71.97% | 946.48%-874.5pp | 543.72%-471.8pp | 145.39%-73.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,194 | $4,535+190.9% | $3,843+243.3% | $6,396+106.3% |
| Admin fee / account holder | $3,062 | $6,738-54.6% | $5,196-41.1% | $12,562-75.6% |