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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 | $213,218 | $150,447+41.7% | $136,298+56.4% | $147,586+44.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,522 | $6,631+73.8% | $6,247+84.4% | $5,439+111.9% |
| Admin fee / account holder | $1,109 | $10,906-89.8% | $9,244-88.0% | $10,886-89.8% |