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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 | $188,559 | $165,399+14.0% | $149,745+25.9% | $158,982+18.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.97% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,025 | $7,183+39.6% | $6,843+46.5% | $5,983+67.5% |
| Admin fee / account holder | $33,613 | $10,811+210.9% | $9,312+261.0% | $11,252+198.7% |