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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 | $118,738 | $202,342-41.3% | $172,753-31.3% | $152,909-22.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 65.89% | 1029.88%-964.0pp | 803.00%-737.1pp | 345.46%-279.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,949 | $5,948-50.4% | $5,198-43.3% | $5,851-49.6% |
| Admin fee / account holder | $9,866 | $17,112-42.3% | $13,956-29.3% | $11,601-15.0% |