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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 | $245,179 | $171,867+42.7% | $149,721+63.8% | $147,586+66.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 16.56% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,600 | $7,270+45.8% | $6,568+61.4% | $5,439+94.9% |
| Admin fee / account holder | $53,172 | $13,799+285.3% | $11,282+371.3% | $10,886+388.5% |