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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 | $167,594 | $202,345-17.2% | $172,755-3.0% | $152,885+9.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.31% | 1029.77%-1011.5pp | 802.94%-784.6pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,054 | $5,858-82.0% | $5,144-79.5% | $4,763-77.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,419 | $17,111-91.7% | $13,955-89.8% | $11,598-87.8% |