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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 | $210,940 | $150,446+40.2% | $136,297+54.8% | $147,585+42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.76% | 1049.14%-1038.4pp | 5156.19%-5145.4pp | 578.58%-567.8pp |
| Employer contribution / active EE | $644 | $5,256-87.7% | $4,696-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $5,265 | $6,631-20.6% | $6,247-15.7% | $5,439-3.2% |
| Admin fee / account holder | $7,881 | $10,906-27.7% | $9,244-14.7% | $10,886-27.6% |