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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 | $198,008 | $125,184+58.2% | $105,607+87.5% | $145,884+35.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 98.99% | 225.00%-126.0pp | 116.11%-17.1pp | 551.85%-452.9pp |
| Employer contribution / active EE | $132 | $3,720-96.5% | $3,167-95.8% | $4,662-97.2% |
| Participant deferral / active EE | $9,201 | $5,714+61.0% | $5,011+83.6% | $6,690+37.5% |
| Admin fee / account holder | $22,968 | $17,133+34.1% | $10,958+109.6% | $13,392+71.5% |