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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 | $180,666 | $217,427-16.9% | $185,837-2.8% | $167,518+7.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 139.33% | 148.39%-9.1pp | 122.08%+17.3pp | 478.71%-339.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,648 | $6,357+83.2% | $5,568+109.2% | $6,342+83.7% |
| Admin fee / account holder | $1,968 | $19,816-90.1% | $16,241-87.9% | $12,312-84.0% |