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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 | $236,668 | $171,867+37.7% | $149,716+58.1% | $147,585+60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.68% | 2113.36%-2103.7pp | 1501.67%-1492.0pp | 578.58%-568.9pp |
| Employer contribution / active EE | $1,027 | $6,275-83.6% | $5,444-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $10,350 | $7,270+42.4% | $6,568+57.6% | $5,439+90.3% |
| Admin fee / account holder | $71,152 | $13,799+415.6% | $11,282+530.6% | $10,886+553.6% |