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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 | $175,558 | $175,231+0.2% | $149,696+17.3% | $139,466+25.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.27% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,000 | $5,478-81.7% | $4,821-79.3% | $4,754-79.0% |
| Participant deferral / active EE | $7,212 | $6,521+10.6% | $5,682+26.9% | $6,712+7.4% |
| Admin fee / account holder | $1,578 | $16,155-90.2% | $13,212-88.1% | $11,409-86.2% |