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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 | $39,698 | $226,046-82.4% | $182,508-78.2% | $152,870-74.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.88% | 192.52%-169.6pp | 148.54%-125.7pp | 345.34%-322.5pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,101 | $6,368+58.6% | $5,525+82.8% | $5,850+72.7% |
| Admin fee / account holder | $111,434 | $10,704+941.1% | $8,592+1196.9% | $11,597+860.9% |