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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 | $178,935 | $100,895+77.3% | $90,430+97.9% | $158,950+12.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.02% | 1725.54%-1709.5pp | 1293.73%-1277.7pp | 302.91%-286.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,949 | $4,347+151.9% | $3,963+176.3% | $5,983+83.0% |
| Admin fee / account holder | $516 | $6,505-92.1% | $5,613-90.8% | $11,248-95.4% |