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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 | $158,640 | $209,422-24.2% | $178,503-11.1% | $158,982-0.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.17% | 188.81%-167.6pp | 151.12%-129.9pp | 302.99%-281.8pp |
| Employer contribution / active EE | $1,104 | $5,707-80.7% | $5,011-78.0% | $4,763-76.8% |
| Participant deferral / active EE | $6,494 | $5,955+9.1% | $5,202+24.8% | $5,983+8.5% |
| Admin fee / account holder | $604 | $17,079-96.5% | $13,987-95.7% | $11,252-94.6% |