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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 | $144,395 | $110,093+31.2% | $97,295+48.4% | $145,897-1.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 34.68% | 244.76%-210.1pp | 75.62%-40.9pp | 552.29%-517.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $32,500 | $4,678+594.8% | $4,264+662.3% | $6,689+385.9% |
| Admin fee / account holder | $674 | $6,212-89.2% | $5,646-88.1% | $13,390-95.0% |