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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 | $245,805 | $150,447+63.4% | $136,298+80.3% | $147,586+66.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.91% | 1049.15%-1034.2pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,828 | $6,631-27.2% | $6,247-22.7% | $5,439-11.2% |
| Admin fee / account holder | $35,251 | $10,906+223.2% | $9,244+281.3% | $10,886+223.8% |