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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 | $197,197 | $202,342-2.5% | $172,753+14.1% | $152,909+29.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.74% | 1029.88%-1015.1pp | 803.00%-788.3pp | 345.46%-330.7pp |
| Employer contribution / active EE | $919 | $5,857-84.3% | $5,144-82.1% | $4,764-80.7% |
| Participant deferral / active EE | $4,688 | $5,948-21.2% | $5,198-9.8% | $5,851-19.9% |
| Admin fee / account holder | $53,869 | $17,112+214.8% | $13,956+286.0% | $11,601+364.4% |