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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 | $145,679 | $150,447-3.2% | $136,298+6.9% | $147,586-1.3% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 14.82% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,889 | $6,631-56.4% | $6,247-53.8% | $5,439-46.9% |
| Admin fee / account holder | $13,005 | $10,906+19.2% | $9,244+40.7% | $10,886+19.5% |