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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 | $248,559 | $111,785+122.4% | $93,669+165.4% | $145,877+70.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.80% | 203.79%-177.0pp | 133.59%-106.8pp | 551.28%-524.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,632 | $4,919+55.2% | $4,416+72.8% | $6,691+14.1% |
| Admin fee / account holder | $5,529 | $10,256-46.1% | $8,291-33.3% | $13,402-58.7% |