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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 | $221,409 | $88,815+149.3% | $81,882+170.4% | $145,897+51.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.78% | 1033.75%-1016.0pp | 779.47%-761.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,885 | $4,647+564.6% | $4,323+614.4% | $6,689+361.7% |
| Admin fee / account holder | $22,772 | $8,434+170.0% | $7,360+209.4% | $13,390+70.1% |