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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 | $167,906 | $175,212-4.2% | $149,682+12.2% | $139,427+20.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.01% | 166.63%-152.6pp | 134.35%-120.3pp | 373.27%-359.3pp |
| Employer contribution / active EE | $975 | $5,475-82.2% | $4,818-79.8% | $4,752-79.5% |
| Participant deferral / active EE | $30,000 | $6,520+360.2% | $5,681+428.1% | $6,711+347.0% |
| Admin fee / account holder | $7,143 | $16,150-55.8% | $13,210-45.9% | $11,404-37.4% |