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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 | $90,530+55.4% | $76,030+85.1% | $145,897-3.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 625.08%-614.9pp | 361.54%-351.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $4 | $3,319-99.9% | $2,688-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $7,200 | $5,164+39.4% | $4,257+69.1% | $6,689+7.6% |
| Admin fee / account holder | $116,531 | $8,383+1290.0% | $6,421+1715.0% | $13,390+770.3% |