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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 | $88,754+149.5% | $81,820+170.6% | $145,877+51.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.78% | 1031.77%-1014.0pp | 777.93%-760.2pp | 551.28%-533.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,885 | $4,648+564.5% | $4,323+614.5% | $6,691+361.6% |
| Admin fee / account holder | $22,772 | $8,424+170.3% | $7,391+208.1% | $13,402+69.9% |