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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 | $211,648 | $157,304+34.5% | $141,197+49.9% | $152,909+38.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 231.21% | 64.34%+166.9pp | 71.41%+159.8pp | 345.46%-114.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,313 | $7,111+101.3% | $6,710+113.3% | $5,851+144.6% |
| Admin fee / account holder | $408 | $12,126-96.6% | $10,265-96.0% | $11,601-96.5% |