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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 | $242,170 | $202,342+19.7% | $172,752+40.2% | $152,897+58.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.84% | 1029.83%-1011.0pp | 802.97%-784.1pp | 345.43%-326.6pp |
| Employer contribution / active EE | $102 | $5,858-98.3% | $5,144-98.0% | $4,764-97.9% |
| Participant deferral / active EE | $7,103 | $5,948+19.4% | $5,198+36.6% | $5,851+21.4% |
| Admin fee / account holder | $15,080 | $17,111-11.9% | $13,955+8.1% | $11,599+30.0% |