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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 | $88,778+149.4% | $81,844+170.5% | $145,884+51.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.78% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,885 | $4,648+564.4% | $4,323+614.4% | $6,690+361.7% |
| Admin fee / account holder | $22,772 | $8,430+170.1% | $7,355+209.6% | $13,392+70.0% |