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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 | $192,212 | $175,257+9.7% | $149,717+28.4% | $139,456+37.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,400 | $6,521-32.5% | $5,682-22.6% | $6,711-34.4% |
| Admin fee / account holder | $23,842 | $16,156+47.6% | $13,213+80.4% | $11,407+109.0% |