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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 | $32,760 | $201,372-83.7% | $184,260-82.2% | $145,884-77.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 104.05% | 29.04%+75.0pp | 28.84%+75.2pp | 551.85%-447.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,475 | $9,808-44.2% | $9,133-40.0% | $6,690-18.2% |
| Admin fee / account holder | $93,990 | $16,362+474.4% | $13,898+576.3% | $13,392+601.8% |