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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 | $116,643 | $96,419+21.0% | $80,648+44.6% | $139,487-16.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.57% | 1352.86%-1338.3pp | 937.21%-922.6pp | 373.84%-359.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,667 | $5,225-49.0% | $4,443-40.0% | $6,713-60.3% |
| Admin fee / account holder | $5,797 | $6,605-12.2% | $5,382+7.7% | $11,407-49.2% |