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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 | $209,215 | $166,268+25.8% | $165,100+26.7% | $145,897+43.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 83.24% | 100.52%-17.3pp | 70.21%+13.0pp | 552.29%-469.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,280 | $6,964+105.0% | $6,035+136.6% | $6,689+113.5% |
| Admin fee / account holder | $958 | $16,659-94.2% | $12,696-92.5% | $13,390-92.8% |