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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 | $146,898 | $175,257-16.2% | $149,717-1.9% | $139,456+5.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.65% | 166.70%-152.0pp | 134.41%-119.8pp | 373.45%-358.8pp |
| Employer contribution / active EE | $508 | $5,477-90.7% | $4,820-89.5% | $4,753-89.3% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | $583 | $16,156-96.4% | $13,213-95.6% | $11,407-94.9% |