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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 | $64,231 | $176,077-63.5% | $159,455-59.7% | $167,518-61.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 168.30% | 331.83%-163.5pp | 263.63%-95.3pp | 478.71%-310.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $16,110 | $7,751+107.8% | $7,353+119.1% | $6,342+154.0% |
| Admin fee / account holder | $5,128 | $12,556-59.2% | $10,800-52.5% | $12,312-58.4% |