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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 | $178,299 | $150,447+18.5% | $136,298+30.8% | $147,586+20.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $573 | $5,256-89.1% | $4,696-87.8% | $4,876-88.2% |
| Participant deferral / active EE | $9,359 | $6,631+41.1% | $6,247+49.8% | $5,439+72.1% |
| Admin fee / account holder | $87,684 | $10,906+704.0% | $9,244+848.6% | $10,886+705.5% |