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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 | $196,399 | $180,462+8.8% | $154,111+27.4% | $135,379+45.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.06% | 888.17%-881.1pp | 735.18%-728.1pp | 519.79%-512.7pp |
| Employer contribution / active EE | $810 | $6,036-86.6% | $5,298-84.7% | $4,779-83.0% |
| Participant deferral / active EE | $4,051 | $5,806-30.2% | $5,081-20.3% | $5,609-27.8% |
| Admin fee / account holder | $3,924 | $16,145-75.7% | $13,411-70.7% | $10,828-63.8% |