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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 | $236,307 | $169,361+39.5% | $129,397+82.6% | $145,877+62.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.27% | 14395.54%-14387.3pp | 9453.98%-9445.7pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,840 | $4,987-43.1% | $4,167-31.9% | $6,691-57.6% |
| Admin fee / account holder | $1,961 | $9,903-80.2% | $7,679-74.5% | $13,402-85.4% |