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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 | $194,052 | $165,361+17.4% | $149,715+29.6% | $158,950+22.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.52% | 348.24%-337.7pp | 276.66%-266.1pp | 302.91%-292.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,661 | $7,182-7.2% | $6,842-2.6% | $5,983+11.3% |
| Admin fee / account holder | $13,347 | $10,808+23.5% | $9,310+43.4% | $11,248+18.7% |