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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 | $32,245 | $202,342-84.1% | $172,752-81.3% | $152,897-78.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.67% | 1029.83%-1011.2pp | 802.97%-784.3pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,159 | $5,948-13.3% | $5,198-0.8% | $5,851-11.8% |
| Admin fee / account holder | $20,557 | $17,111+20.1% | $13,955+47.3% | $11,599+77.2% |