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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 | $192,406 | $100,073+92.3% | $85,126+126.0% | $145,877+31.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 84.11%-75.6pp | 66.63%-58.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,708 | $5,294+347.8% | $4,523+424.1% | $6,691+254.3% |
| Admin fee / account holder | $963 | $7,261-86.7% | $6,160-84.4% | $13,402-92.8% |