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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 | $197,318 | $88,815+122.2% | $81,882+141.0% | $145,897+35.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.33% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-542.0pp |
| Employer contribution / active EE | $102 | $3,086-96.7% | $2,916-96.5% | $4,663-97.8% |
| Participant deferral / active EE | $682 | $4,647-85.3% | $4,323-84.2% | $6,689-89.8% |
| Admin fee / account holder | $5,000 | $8,434-40.7% | $7,360-32.1% | $13,390-62.7% |