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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 | $88,710+100.1% | $81,783+117.0% | $145,959+21.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.00% | 1027.26%-1011.3pp | 775.05%-759.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,775 | $4,645+110.4% | $4,320+126.2% | $6,689+46.1% |
| Admin fee / account holder | $10,979 | $8,407+30.6% | $7,380+48.8% | $13,398-18.1% |