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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 | $95,901 | $88,710+8.1% | $81,783+17.3% | $145,959-34.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.80% | 1027.26%-1007.5pp | 775.05%-755.2pp | 561.95%-542.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,631 | $4,645+150.4% | $4,320+169.2% | $6,689+73.9% |
| Admin fee / account holder | $19,530 | $8,407+132.3% | $7,380+164.6% | $13,398+45.8% |