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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 | $183,882 | $150,446+22.2% | $136,297+34.9% | $147,585+24.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.90% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $11 | $5,256-99.8% | $4,696-99.8% | $4,876-99.8% |
| Participant deferral / active EE | $5,732 | $6,631-13.6% | $6,247-8.3% | $5,439+5.4% |
| Admin fee / account holder | $82,117 | $10,906+653.0% | $9,244+788.3% | $10,886+654.4% |