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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 | $115,173 | $209,422-45.0% | $178,503-35.5% | $158,982-27.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.94% | 188.81%-160.9pp | 151.12%-123.2pp | 302.99%-275.1pp |
| Employer contribution / active EE | $568 | $5,707-90.1% | $5,011-88.7% | $4,763-88.1% |
| Participant deferral / active EE | $7,059 | $5,955+18.5% | $5,202+35.7% | $5,983+18.0% |
| Admin fee / account holder | $3,672 | $17,079-78.5% | $13,987-73.7% | $11,252-67.4% |