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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 | $67,056 | $88,754-24.4% | $81,820-18.0% | $145,877-54.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 305.32% | 1031.77%-726.4pp | 777.93%-472.6pp | 551.28%-246.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,701 | $4,648+130.3% | $4,323+147.6% | $6,691+59.9% |
| Admin fee / account holder | $3,089 | $8,424-63.3% | $7,391-58.2% | $13,402-76.9% |