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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 | $208,413 | $106,008+96.6% | $92,240+125.9% | $147,586+41.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $14,438 | $4,478+222.4% | $3,897+270.5% | $5,439+165.5% |
| Admin fee / account holder | $2,119 | $6,333-66.5% | $5,194-59.2% | $10,886-80.5% |