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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 | $210,160 | $202,342+3.9% | $172,753+21.7% | $152,909+37.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.80% | 1029.88%-1003.1pp | 803.00%-776.2pp | 345.46%-318.7pp |
| Employer contribution / active EE | $170 | $5,857-97.1% | $5,144-96.7% | $4,764-96.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,365 | $17,112-80.3% | $13,956-75.9% | $11,601-71.0% |