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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 | $207,863 | $156,963+32.4% | $121,204+71.5% | $139,466+49.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 1476.75%-1461.9pp | 987.18%-972.3pp | 373.66%-358.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $22,500 | $4,848+364.1% | $4,083+451.1% | $6,712+235.2% |
| Admin fee / account holder | $2,380 | $6,953-65.8% | $5,651-57.9% | $11,409-79.1% |