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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 | $47,165 | $160,040-70.5% | $147,096-67.9% | $145,877-67.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7094.85% | 98.49%+6996.4pp | 419.75%+6675.1pp | 551.28%+6543.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,322 | $8,429+141.1% | $8,071+151.8% | $6,691+203.7% |
| Admin fee / account holder | $18,531 | $15,050+23.1% | $13,005+42.5% | $13,402+38.3% |