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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 | $177,480 | $88,815+99.8% | $81,882+116.8% | $145,897+21.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.00% | 1033.75%-1017.7pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,775 | $4,647+110.3% | $4,323+126.1% | $6,689+46.1% |
| Admin fee / account holder | $10,979 | $8,434+30.2% | $7,360+49.2% | $13,390-18.0% |