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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 | $145,400 | $138,072+5.3% | $123,549+17.7% | $135,382+7.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.78% | 153.69%-148.9pp | 119.20%-114.4pp | 519.77%-515.0pp |
| Employer contribution / active EE | $268 | $5,152-94.8% | $4,628-94.2% | $4,779-94.4% |
| Participant deferral / active EE | $7,556 | $6,799+11.1% | $6,426+17.6% | $5,609+34.7% |
| Admin fee / account holder | $9,270 | $10,917-15.1% | $9,284-0.2% | $10,829-14.4% |