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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 | $85,381 | $65,440+30.5% | $98,506-13.3% | $85,851-0.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.11% | 21.75%-3.6pp | 1494.92%-1476.8pp | 318.63%-300.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,616 | $3,168+172.0% | $4,277+101.4% | $3,952+118.0% |
| Admin fee / account holder | $20,409 | $4,596+344.1% | $5,955+242.7% | $6,261+226.0% |