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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 | $159,978+30.0% | $147,041+41.5% | $145,978+42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 98.36%-82.6pp | 419.21%-403.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $360 | $5,288-93.2% | $4,935-92.7% | $4,662-92.3% |
| Participant deferral / active EE | $16,551 | $8,429+96.4% | $8,071+105.1% | $6,690+147.4% |
| Admin fee / account holder | $414 | $15,053-97.2% | $13,006-96.8% | $13,400-96.9% |