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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 | $104,905 | $88,778+18.2% | $81,844+28.2% | $145,884-28.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.27% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,750 | $4,648+109.8% | $4,323+125.5% | $6,690+45.7% |
| Admin fee / account holder | $1,148 | $8,430-86.4% | $7,355-84.4% | $13,392-91.4% |