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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 | $87,225 | $150,447-42.0% | $136,298-36.0% | $147,586-40.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.89% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,889 | $6,631+3.9% | $6,247+10.3% | $5,439+26.7% |
| Admin fee / account holder | $17,667 | $10,906+62.0% | $9,244+91.1% | $10,886+62.3% |