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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 | $248,961 | $150,447+65.5% | $136,298+82.7% | $147,586+68.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.82% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.8pp |
| Employer contribution / active EE | $111 | $5,256-97.9% | $4,696-97.6% | $4,876-97.7% |
| Participant deferral / active EE | $14,538 | $6,631+119.2% | $6,247+132.7% | $5,439+167.3% |
| Admin fee / account holder | $242,334 | $10,906+2122.0% | $9,244+2521.5% | $10,886+2126.2% |