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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 | $208,017 | $159,934+30.1% | $147,005+41.5% | $145,959+42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $360 | $5,287-93.2% | $4,934-92.7% | $4,661-92.3% |
| Participant deferral / active EE | $16,551 | $8,427+96.4% | $8,070+105.1% | $6,689+147.4% |
| Admin fee / account holder | $414 | $15,053-97.2% | $13,006-96.8% | $13,398-96.9% |