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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 | $211,110 | $160,040+31.9% | $147,096+43.5% | $145,877+44.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $779 | $5,289-85.3% | $4,936-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $8,398 | $8,429-0.4% | $8,071+4.1% | $6,691+25.5% |
| Admin fee / account holder | $1,718 | $15,050-88.6% | $13,005-86.8% | $13,402-87.2% |