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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 | $216,242 | $160,059+35.1% | $140,019+54.4% | $135,380+59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.54% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,700 | $7,641-51.6% | $6,927-46.6% | $5,609-34.0% |
| Admin fee / account holder | $24,501 | $13,328+83.8% | $10,705+128.9% | $10,828+126.3% |