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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 | $187,699 | $95,895+95.7% | $79,576+135.9% | $134,509+39.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 98.82% | -2.72%+101.5pp | 0.15%+98.7pp | 418.13%-319.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $21,000 | $4,693+347.5% | $3,985+426.9% | $6,400+228.1% |
| Admin fee / account holder | $25,000 | $9,129+173.8% | $6,834+265.8% | $11,427+118.8% |