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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 | $216,299 | $226,135-4.3% | $182,558+18.5% | $152,909+41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.49% | 192.60%-169.1pp | 148.59%-125.1pp | 345.46%-322.0pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,667 | $6,371+161.6% | $5,526+201.6% | $5,851+184.8% |
| Admin fee / account holder | $7,813 | $10,707-27.0% | $8,594-9.1% | $11,601-32.7% |