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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 | $70,106 | $155,833-55.0% | $124,693-43.8% | $167,536-58.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 510.56% | 17.98%+492.6pp | 5144.19%-4633.6pp | 478.82%+31.7pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,552 | $5,675-72.7% | $4,615-66.4% | $6,342-75.5% |
| Admin fee / account holder | $455 | $9,534-95.2% | $7,494-93.9% | $12,315-96.3% |