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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 | $239,413 | $183,988+30.1% | $162,177+47.6% | $152,897+56.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.18% | 150.79%-120.6pp | 115.60%-85.4pp | 345.43%-315.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,108 | $8,032-48.9% | $7,297-43.7% | $5,851-29.8% |
| Admin fee / account holder | $7,288 | $13,123-44.5% | $10,843-32.8% | $11,599-37.2% |