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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 | $61,508 | $88,778-30.7% | $81,844-24.8% | $145,884-57.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.73% | 1033.03%-1013.3pp | 778.87%-759.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,740 | $4,648+2.0% | $4,323+9.6% | $6,690-29.1% |
| Admin fee / account holder | $11,795 | $8,430+39.9% | $7,355+60.4% | $13,392-11.9% |