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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 | $243,281 | $150,445+61.7% | $136,297+78.5% | $147,585+64.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.31% | 1049.14%-1030.8pp | 5156.16%-5137.8pp | 578.57%-560.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $14,000 | $6,631+111.1% | $6,247+124.1% | $5,439+157.4% |
| Admin fee / account holder | $9,198 | $10,906-15.7% | $9,244-0.5% | $10,885-15.5% |