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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 | $226,699 | $168,635+34.4% | $147,617+53.6% | $125,389+80.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 16.15% | 77.65%-61.5pp | 61.98%-45.8pp | 282.24%-266.1pp |
| Employer contribution / active EE | $1,000 | $6,252-84.0% | $5,564-82.0% | $4,866-79.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $43,619 | $13,580+221.2% | $11,612+275.6% | $9,541+357.2% |