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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 | $235,996 | $160,028+47.5% | $147,080+60.5% | $145,884+61.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,000 | $8,422+137.5% | $8,066+147.9% | $6,690+199.0% |
| Admin fee / account holder | $156,315 | $15,030+940.0% | $12,989+1103.5% | $13,392+1067.2% |