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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 | $140,725 | $90,614+55.3% | $76,089+84.9% | $145,877-3.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 623.80%-613.6pp | 360.94%-350.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4 | $3,324-99.9% | $2,690-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $7,200 | $5,168+39.3% | $4,259+69.0% | $6,691+7.6% |
| Admin fee / account holder | $116,531 | $8,376+1291.2% | $6,418+1715.7% | $13,402+769.5% |