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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 | $169,237+21.4% | $129,339+58.9% | $145,978+40.8% |
| Participation rate | 94.7% | 76.5%+18.3pp | 69.6%+25.1pp | 80.3%+14.4pp |
| Annual return | 16.25% | 14364.43%-14348.2pp | 9437.05%-9420.8pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,040 | $4,991+121.2% | $4,170+164.8% | $6,690+65.0% |
| Admin fee / account holder | $1,714 | $9,882-82.7% | $7,668-77.6% | $13,400-87.2% |