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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 | $244,879 | $176,105+39.1% | $159,474+53.6% | $167,536+46.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.66% | 331.91%-317.3pp | 263.68%-249.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $827 | $5,299-84.4% | $4,831-82.9% | $4,839-82.9% |
| Participant deferral / active EE | $6,087 | $7,751-21.5% | $7,353-17.2% | $6,342-4.0% |
| Admin fee / account holder | $10,000 | $12,559-20.4% | $10,802-7.4% | $12,315-18.8% |