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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 | $205,638 | $202,345+1.6% | $172,755+19.0% | $152,885+34.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.61% | 1029.77%-998.2pp | 802.94%-771.3pp | 345.39%-313.8pp |
| Employer contribution / active EE | $318 | $5,858-94.6% | $5,144-93.8% | $4,763-93.3% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,851+29.9% |
| Admin fee / account holder | $4,458 | $17,111-73.9% | $13,955-68.1% | $11,598-61.6% |