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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 | $199,806 | $201,372-0.8% | $184,260+8.4% | $145,884+37.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1655.14% | 29.04%+1626.1pp | 28.84%+1626.3pp | 551.85%+1103.3pp |
| Employer contribution / active EE | $1,000 | $7,024-85.8% | $6,427-84.4% | $4,662-78.6% |
| Participant deferral / active EE | $23,292 | $9,808+137.5% | $9,133+155.0% | $6,690+248.2% |
| Admin fee / account holder | $1,318 | $16,362-91.9% | $13,898-90.5% | $13,392-90.2% |