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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 | $189,892 | $150,445+26.2% | $136,297+39.3% | $147,585+28.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 57.62% | 1049.14%-991.5pp | 5156.16%-5098.5pp | 578.57%-521.0pp |
| Employer contribution / active EE | $74 | $5,256-98.6% | $4,696-98.4% | $4,876-98.5% |
| Participant deferral / active EE | $4,100 | $6,631-38.2% | $6,247-34.4% | $5,439-24.6% |
| Admin fee / account holder | $1,427 | $10,906-86.9% | $9,244-84.6% | $10,885-86.9% |