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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 | $37,650 | $198,461-81.0% | $170,436-77.9% | $147,585-74.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.31% | 257.30%-245.0pp | 205.94%-193.6pp | 578.57%-566.3pp |
| Employer contribution / active EE | $322 | $6,184-94.8% | $5,433-94.1% | $4,876-93.4% |
| Participant deferral / active EE | $7,292 | $5,629+29.5% | $4,939+47.6% | $5,439+34.1% |
| Admin fee / account holder | $16,052 | $16,852-4.7% | $13,880+15.6% | $10,885+47.5% |