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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 | $155,532 | $96,361+61.4% | $80,607+92.9% | $139,456+11.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.03% | 1350.95%-1338.9pp | 936.11%-924.1pp | 373.45%-361.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $27,500 | $5,232+425.6% | $4,448+518.3% | $6,711+309.8% |
| Admin fee / account holder | $725 | $6,601-89.0% | $5,379-86.5% | $11,407-93.6% |