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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 | $159,934+28.0% | $147,005+39.3% | $145,959+40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $850 | $5,287-83.9% | $4,934-82.8% | $4,661-81.8% |
| Participant deferral / active EE | $11,273 | $8,427+33.8% | $8,070+39.7% | $6,689+68.5% |
| Admin fee / account holder | $54,584 | $15,053+262.6% | $13,006+319.7% | $13,398+307.4% |