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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 | $8,037 | $73,421-89.1% | $66,439-87.9% | $155,188-94.8% |
| Participation rate | 91.3% | 79.7%+11.6pp | 74.5%+16.8pp | 80.8%+10.5pp |
| Annual return | 33.65% | 1382.37%-1348.7pp | 757.66%-724.0pp | 148.84%-115.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,713 | $4,680-20.7% | $3,876-4.2% | $6,531-43.2% |
| Admin fee / account holder | $4,379 | $8,856-50.6% | $6,173-29.1% | $14,480-69.8% |