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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 | $189,402 | $175,259+8.1% | $149,723+26.5% | $139,487+35.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.62% | 166.82%-146.2pp | 134.50%-113.9pp | 373.84%-353.2pp |
| Employer contribution / active EE | $411 | $5,478-92.5% | $4,821-91.5% | $4,755-91.3% |
| Participant deferral / active EE | $17,500 | $6,522+168.3% | $5,682+208.0% | $6,713+160.7% |
| Admin fee / account holder | $1,229 | $16,158-92.4% | $13,215-90.7% | $11,407-89.2% |