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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 | $146,194 | $150,447-2.8% | $136,298+7.3% | $147,586-0.9% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 14.62% | 1049.15%-1034.5pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,093 | $6,631-8.1% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $21,322 | $10,906+95.5% | $9,244+130.7% | $10,886+95.9% |