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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 | $236,432 | $150,447+57.2% | $136,298+73.5% | $147,586+60.2% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 19.47% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $343 | $5,256-93.5% | $4,696-92.7% | $4,876-93.0% |
| Participant deferral / active EE | $11,030 | $6,631+66.4% | $6,247+76.6% | $5,439+102.8% |
| Admin fee / account holder | $25,464 | $10,906+133.5% | $9,244+175.5% | $10,886+133.9% |