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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 | $182,419 | $99,011+84.2% | $86,582+110.7% | $147,586+23.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 34.39% | 1312.75%-1278.4pp | 965.08%-930.7pp | 578.59%-544.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,004 | $3,972+101.5% | $3,609+121.8% | $5,439+47.2% |
| Admin fee / account holder | $5,111 | $5,709-10.5% | $4,904+4.2% | $10,886-53.1% |