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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 | $125,301 | $88,702+41.3% | $81,780+53.2% | $145,978-14.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 30.43% | 1029.12%-998.7pp | 776.27%-745.8pp | 550.52%-520.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,661 | $4,645+215.6% | $4,321+239.3% | $6,690+119.2% |
| Admin fee / account holder | $5,327 | $8,414-36.7% | $7,384-27.9% | $13,400-60.2% |