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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 | $223,957 | $185,883+20.5% | $170,043+31.7% | $139,466+60.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.91% | 60.54%-46.6pp | 53.40%-39.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,000 | $11,626+11.8% | $10,410+24.9% | $6,712+93.7% |
| Admin fee / account holder | $1,301 | $15,393-91.5% | $12,824-89.9% | $11,409-88.6% |