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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 | $205,924 | $201,344+2.3% | $184,243+11.8% | $145,877+41.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.46% | 29.01%-6.5pp | 28.82%-6.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,116 | $9,807+43.9% | $9,132+54.6% | $6,691+111.0% |
| Admin fee / account holder | $63,017 | $16,382+284.7% | $13,914+352.9% | $13,402+370.2% |