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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 | $124,695 | $202,342-38.4% | $172,753-27.8% | $152,909-18.5% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 22.97% | 1029.88%-1006.9pp | 803.00%-780.0pp | 345.46%-322.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $18,015 | $5,948+202.9% | $5,198+246.6% | $5,851+207.9% |
| Admin fee / account holder | $11,676 | $17,112-31.8% | $13,956-16.3% | $11,601+0.7% |