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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 | $207,079 | $150,445+37.6% | $136,297+51.9% | $147,585+40.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.52% | 1049.14%-1034.6pp | 5156.16%-5141.6pp | 578.57%-564.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,143 | $6,631+68.1% | $6,247+78.4% | $5,439+104.9% |
| Admin fee / account holder | $56,940 | $10,906+422.1% | $9,244+516.0% | $10,885+423.1% |