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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 | $154,960 | $198,461-21.9% | $170,436-9.1% | $147,585+5.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.87% | 257.30%-240.4pp | 205.94%-189.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $622 | $6,184-89.9% | $5,433-88.6% | $4,876-87.3% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $1,151 | $16,852-93.2% | $13,880-91.7% | $10,885-89.4% |