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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 | $242,060 | $100,203+141.6% | $85,240+184.0% | $145,897+65.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 78.51% | 84.28%-5.8pp | 66.75%+11.8pp | 552.29%-473.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26,750 | $5,299+404.9% | $4,527+490.9% | $6,689+299.9% |
| Admin fee / account holder | $11,813 | $7,265+62.6% | $6,165+91.6% | $13,390-11.8% |