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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 | $241,630 | $183,968+31.3% | $162,166+49.0% | $152,870+58.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.08% | 150.77%-136.7pp | 115.59%-101.5pp | 345.34%-331.3pp |
| Employer contribution / active EE | $1,072 | $6,371-83.2% | $5,614-80.9% | $4,763-77.5% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $14,972 | $13,121+14.1% | $10,842+38.1% | $11,597+29.1% |