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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 | $117,829+63.2% | $102,423+87.7% | $145,877+31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9590.04% | 31.83%+9558.2pp | 29.42%+9560.6pp | 551.28%+9038.8pp |
| Employer contribution / active EE | $818 | $3,615-77.4% | $3,023-72.9% | $4,663-82.5% |
| Participant deferral / active EE | $4,586 | $5,732-20.0% | $5,054-9.3% | $6,691-31.5% |
| Admin fee / account holder | $8,247 | $13,335-38.2% | $9,455-12.8% | $13,402-38.5% |