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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 | $201,344-0.8% | $184,243+8.4% | $145,877+37.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1655.14% | 29.01%+1626.1pp | 28.82%+1626.3pp | 551.28%+1103.9pp |
| Employer contribution / active EE | $1,000 | $7,022-85.8% | $6,427-84.4% | $4,663-78.6% |
| Participant deferral / active EE | $23,292 | $9,807+137.5% | $9,132+155.0% | $6,691+248.1% |
| Admin fee / account holder | $1,318 | $16,382-92.0% | $13,914-90.5% | $13,402-90.2% |