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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 | $204,752 | $160,040+27.9% | $147,096+39.2% | $145,877+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $850 | $5,289-83.9% | $4,936-82.8% | $4,663-81.8% |
| Participant deferral / active EE | $11,273 | $8,429+33.7% | $8,071+39.7% | $6,691+68.5% |
| Admin fee / account holder | $54,584 | $15,050+262.7% | $13,005+319.7% | $13,402+307.3% |