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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 | $209,264 | $150,447+39.1% | $136,298+53.5% | $147,586+41.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.02% | 1049.15%-1037.1pp | 5156.27%-5144.2pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,400 | $6,631-18.6% | $6,247-13.6% | $5,439-0.7% |
| Admin fee / account holder | $795 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |