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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 | $107,963 | $88,754+21.6% | $81,820+32.0% | $145,877-26.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.18% | 1031.77%-1016.6pp | 777.93%-762.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,647 | $4,648+215.2% | $4,323+238.9% | $6,691+118.9% |
| Admin fee / account holder | $28,259 | $8,424+235.5% | $7,391+282.4% | $13,402+110.9% |