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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 | $222,426 | $138,076+61.1% | $123,553+80.0% | $135,380+64.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.87% | 153.70%-144.8pp | 119.21%-110.3pp | 519.81%-510.9pp |
| Employer contribution / active EE | $500 | $5,152-90.3% | $4,628-89.2% | $4,779-89.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,146 | $10,917-80.3% | $9,284-76.9% | $10,828-80.2% |