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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 | $197,711 | $202,326-2.3% | $172,745+14.5% | $152,870+29.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.30% | 1029.72%-1015.4pp | 802.90%-788.6pp | 345.34%-331.0pp |
| Employer contribution / active EE | $1,009 | $5,858-82.8% | $5,144-80.4% | $4,763-78.8% |
| Participant deferral / active EE | $3,819 | $5,948-35.8% | $5,197-26.5% | $5,850-34.7% |
| Admin fee / account holder | $9,620 | $17,110-43.8% | $13,954-31.1% | $11,597-17.0% |