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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 | $146,526 | $175,259-16.4% | $149,723-2.1% | $139,487+5.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1079.64% | 166.82%+912.8pp | 134.50%+945.1pp | 373.84%+705.8pp |
| Employer contribution / active EE | $1,000 | $5,478-81.7% | $4,821-79.3% | $4,755-79.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,823 | $16,158-39.2% | $13,215-25.7% | $11,407-13.9% |