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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 | $226,135-82.4% | $182,558-78.3% | $152,909-74.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.88% | 192.60%-169.7pp | 148.59%-125.7pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,101 | $6,371+58.6% | $5,526+82.8% | $5,851+72.6% |
| Admin fee / account holder | $111,434 | $10,707+940.7% | $8,594+1196.6% | $11,601+860.6% |