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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 | $243,430 | $180,466+34.9% | $154,114+58.0% | $135,382+79.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 37.80% | 888.15%-850.4pp | 735.16%-697.4pp | 519.77%-482.0pp |
| Employer contribution / active EE | $866 | $6,035-85.7% | $5,298-83.7% | $4,779-81.9% |
| Participant deferral / active EE | $6,074 | $5,806+4.6% | $5,081+19.6% | $5,609+8.3% |
| Admin fee / account holder | $1,238 | $16,144-92.3% | $13,411-90.8% | $10,829-88.6% |