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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 | $144,596 | $68,097+112.3% | $62,929+129.8% | $137,256+5.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.52% | 1859.11%-1847.6pp | 1063.93%-1052.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,696 | $4,553+25.1% | $3,888+46.5% | $6,407-11.1% |
| Admin fee / account holder | $6,227 | $6,521-4.5% | $5,065+22.9% | $12,270-49.3% |