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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 | $225,492 | $202,342+11.4% | $172,752+30.5% | $152,897+47.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.10% | 1029.83%-1009.7pp | 802.97%-782.9pp | 345.43%-325.3pp |
| Employer contribution / active EE | $923 | $5,858-84.2% | $5,144-82.1% | $4,764-80.6% |
| Participant deferral / active EE | $5,978 | $5,948+0.5% | $5,198+15.0% | $5,851+2.2% |
| Admin fee / account holder | $5,000 | $17,111-70.8% | $13,955-64.2% | $11,599-56.9% |