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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 | $239,520 | $190,879+25.5% | $160,009+49.7% | $134,532+78.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 20.01% | 552.63%-532.6pp | 408.85%-388.8pp | 418.27%-398.3pp |
| Employer contribution / active EE | $220 | $4,995-95.6% | $4,225-94.8% | $4,741-95.4% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,017 | $10,495-33.1% | $8,715-19.5% | $11,429-38.6% |