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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 | $192,279 | $117,895+63.1% | $102,460+87.7% | $145,897+31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9590.04% | 31.92%+9558.1pp | 29.47%+9560.6pp | 552.29%+9037.7pp |
| Employer contribution / active EE | $818 | $3,619-77.4% | $3,025-73.0% | $4,663-82.5% |
| Participant deferral / active EE | $4,586 | $5,736-20.1% | $5,056-9.3% | $6,689-31.4% |
| Admin fee / account holder | $8,247 | $13,353-38.2% | $9,460-12.8% | $13,390-38.4% |