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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 | $173,157 | $217,432-20.4% | $185,849-6.8% | $167,536+3.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.21% | 148.42%-127.2pp | 122.10%-100.9pp | 478.82%-457.6pp |
| Employer contribution / active EE | $189 | $5,875-96.8% | $5,169-96.3% | $4,839-96.1% |
| Participant deferral / active EE | $21,334 | $6,357+235.6% | $5,569+283.1% | $6,342+236.4% |
| Admin fee / account holder | $2,820 | $19,818-85.8% | $16,244-82.6% | $12,315-77.1% |