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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 | $154,031 | $175,257-12.1% | $149,717+2.9% | $139,456+10.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.03% | 166.70%-140.7pp | 134.41%-108.4pp | 373.45%-347.4pp |
| Employer contribution / active EE | -$286 | $5,477-105.2% | $4,820-105.9% | $4,753-106.0% |
| Participant deferral / active EE | $2,337 | $6,521-64.2% | $5,682-58.9% | $6,711-65.2% |
| Admin fee / account holder | $468 | $16,156-97.1% | $13,213-96.5% | $11,407-95.9% |