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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 | $229,590 | $175,231+31.0% | $149,696+53.4% | $139,466+64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $549 | $5,478-90.0% | $4,821-88.6% | $4,754-88.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $77,909 | $16,155+382.3% | $13,212+489.7% | $11,409+582.9% |