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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 | $165,120 | $100,938+63.6% | $90,461+82.5% | $158,982+3.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.45% | 1727.20%-1709.8pp | 1294.76%-1277.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,627 | $4,350-16.6% | $3,964-8.5% | $5,983-39.4% |
| Admin fee / account holder | $3,667 | $6,510-43.7% | $5,617-34.7% | $11,252-67.4% |