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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 | $99,640 | $73,421+35.7% | $66,439+50.0% | $155,188-35.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.98% | 1382.37%-1368.4pp | 757.66%-743.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,348 | $4,680-7.1% | $3,876+12.2% | $6,531-33.4% |
| Admin fee / account holder | $15,689 | $8,856+77.2% | $6,173+154.1% | $14,480+8.3% |