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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 | $191,618 | $160,070+19.7% | $147,117+30.2% | $145,897+31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.55% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $462 | $5,285-91.3% | $4,932-90.6% | $4,663-90.1% |
| Participant deferral / active EE | $4,939 | $8,419-41.3% | $8,065-38.8% | $6,689-26.2% |
| Admin fee / account holder | $15,856 | $15,035+5.5% | $12,993+22.0% | $13,390+18.4% |