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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 | $216,674 | $198,457+9.2% | $170,435+27.1% | $147,586+46.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.23% | 257.30%-247.1pp | 205.94%-195.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,051 | $6,183-83.0% | $5,432-80.7% | $4,876-78.4% |
| Participant deferral / active EE | $4,970 | $5,629-11.7% | $4,939+0.6% | $5,439-8.6% |
| Admin fee / account holder | $41,213 | $16,852+144.6% | $13,881+196.9% | $10,886+278.6% |