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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 | $140,432 | $183,988-23.7% | $162,177-13.4% | $152,897-8.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1371.32% | 150.79%+1220.5pp | 115.60%+1255.7pp | 345.43%+1025.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $17,700 | $8,032+120.4% | $7,297+142.6% | $5,851+202.5% |
| Admin fee / account holder | $1,337 | $13,123-89.8% | $10,843-87.7% | $11,599-88.5% |