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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 | $134,862 | $60,139+124.2% | $90,461+49.1% | $79,856+68.9% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.4pp |
| Annual return | 19.50% | 71.96%-52.5pp | 1294.76%-1275.3pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,310 | $2,939+250.8% | $3,964+160.1% | $3,741+175.6% |
| Admin fee / account holder | $20,076 | $3,978+404.7% | $5,617+257.4% | $5,306+278.3% |