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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 | $189,743 | $69,541+172.9% | $59,899+216.8% | $135,380+40.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 189.61% | 7.95%+181.7pp | 3.46%+186.1pp | 519.81%-330.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $25,750 | $4,206+512.3% | $3,402+656.8% | $5,609+359.1% |
| Admin fee / account holder | $6,172 | $5,737+7.6% | $3,592+71.8% | $10,828-43.0% |