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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 | $75,146 | $150,446-50.1% | $136,297-44.9% | $147,585-49.1% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 13.78% | 1049.14%-1035.4pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,146 | $6,631+37.9% | $6,247+46.4% | $5,439+68.2% |
| Admin fee / account holder | $18,040 | $10,906+65.4% | $9,244+95.2% | $10,886+65.7% |