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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 | $221,296 | $149,040+48.5% | $120,225+84.1% | $137,256+61.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.37% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25,250 | $4,655+442.5% | $3,999+531.4% | $6,407+294.1% |
| Admin fee / account holder | $2,202 | $6,348-65.3% | $5,696-61.3% | $12,270-82.1% |