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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 | $157,690 | $180,749-12.8% | $160,784-1.9% | $137,256+14.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 113.95% | 2234.46%-2120.5pp | 1803.92%-1690.0pp | 220.34%-106.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,658 | $6,844-61.2% | $6,293-57.8% | $6,407-58.5% |
| Admin fee / account holder | $8,067 | $10,397-22.4% | $9,717-17.0% | $12,270-34.3% |