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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 | $205,477 | $169,356+21.3% | $129,406+58.8% | $145,897+40.8% |
| Participation rate | 94.7% | 76.5%+18.2pp | 69.6%+25.1pp | 80.3%+14.4pp |
| Annual return | 16.25% | 14418.62%-14402.4pp | 9468.18%-9451.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,040 | $4,987+121.4% | $4,167+164.9% | $6,689+65.0% |
| Admin fee / account holder | $1,714 | $9,915-82.7% | $7,689-77.7% | $13,390-87.2% |