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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 | $229,273 | $202,342+13.3% | $172,752+32.7% | $152,897+50.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.36% | 1029.83%-1011.5pp | 802.97%-784.6pp | 345.43%-327.1pp |
| Employer contribution / active EE | $525 | $5,858-91.0% | $5,144-89.8% | $4,764-89.0% |
| Participant deferral / active EE | $3,869 | $5,948-35.0% | $5,198-25.6% | $5,851-33.9% |
| Admin fee / account holder | $19,778 | $17,111+15.6% | $13,955+41.7% | $11,599+70.5% |