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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 | $117,770 | $96,361+22.2% | $80,607+46.1% | $139,456-15.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.74% | 1350.95%-1336.2pp | 936.11%-921.4pp | 373.45%-358.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,753 | $5,232-28.3% | $4,448-15.6% | $6,711-44.1% |
| Admin fee / account holder | $54,917 | $6,601+731.9% | $5,379+920.9% | $11,407+381.4% |