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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 | $147,246 | $202,342-27.2% | $172,752-14.8% | $152,897-3.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.92% | 1029.83%-1011.9pp | 802.97%-785.1pp | 345.43%-327.5pp |
| Employer contribution / active EE | $874 | $5,858-85.1% | $5,144-83.0% | $4,764-81.6% |
| Participant deferral / active EE | $2,158 | $5,948-63.7% | $5,198-58.5% | $5,851-63.1% |
| Admin fee / account holder | $2,095 | $17,111-87.8% | $13,955-85.0% | $11,599-81.9% |