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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 | $131,201 | $96,388+36.1% | $80,627+62.7% | $139,466-5.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.77% | 1352.08%-1337.3pp | 936.76%-922.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,500 | $5,224+43.6% | $4,443+68.8% | $6,712+11.7% |
| Admin fee / account holder | $445 | $6,603-93.3% | $5,381-91.7% | $11,409-96.1% |