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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 | $28,675 | $65,423-56.2% | $98,477-70.9% | $85,856-66.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 34.34% | 21.76%+12.6pp | 1493.59%-1459.2pp | 318.58%-284.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,127 | $3,167-32.8% | $4,276-50.3% | $3,952-46.2% |
| Admin fee / account holder | $3,578 | $4,594-22.1% | $5,951-39.9% | $6,261-42.9% |