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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 | $154,576 | $124,187+24.5% | $108,410+42.6% | $167,518-7.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.72% | 1379.80%-1365.1pp | 905.34%-890.6pp | 478.71%-464.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $18,520 | $6,908+168.1% | $6,562+182.2% | $6,342+192.0% |
| Admin fee / account holder | $451 | $9,456-95.2% | $7,296-93.8% | $12,312-96.3% |