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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 | $239,710 | $138,102+73.6% | $125,381+91.2% | $134,532+78.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.39% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $519 | $5,245-90.1% | $4,815-89.2% | $4,741-89.0% |
| Participant deferral / active EE | $14,716 | $7,801+88.7% | $7,448+97.6% | $6,401+129.9% |
| Admin fee / account holder | $420 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |