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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 | $158,772 | $114,130+39.1% | $96,192+65.1% | $167,553-5.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.25% | 190.07%-177.8pp | 192.09%-179.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $14,950 | $5,198+187.6% | $4,351+243.6% | $6,343+135.7% |
| Admin fee / account holder | $2,056 | $6,901-70.2% | $5,539-62.9% | $12,316-83.3% |