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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 | $159,071 | $100,895+57.7% | $90,430+75.9% | $158,950+0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.92% | 1725.54%-1713.6pp | 1293.73%-1281.8pp | 302.91%-291.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,875 | $4,347+12.1% | $3,963+23.0% | $5,983-18.5% |
| Admin fee / account holder | $6,549 | $6,505+0.7% | $5,613+16.7% | $11,248-41.8% |