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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 | $171,542 | $156,927+9.3% | $121,169+41.6% | $139,456+23.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.72% | 1475.85%-1458.1pp | 986.71%-969.0pp | 373.45%-355.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,840 | $4,848+123.6% | $4,083+165.5% | $6,711+61.5% |
| Admin fee / account holder | $18,030 | $6,946+159.6% | $5,645+219.4% | $11,407+58.1% |