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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 | $249,270 | $160,070+55.7% | $147,117+69.4% | $145,897+70.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.88% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $935 | $5,285-82.3% | $4,932-81.1% | $4,663-80.0% |
| Participant deferral / active EE | $15,234 | $8,419+80.9% | $8,065+88.9% | $6,689+127.7% |
| Admin fee / account holder | $114,534 | $15,035+661.8% | $12,993+781.5% | $13,390+755.3% |