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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 | $181,376 | $175,259+3.5% | $149,723+21.1% | $139,487+30.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.02% | 166.82%-124.8pp | 134.50%-92.5pp | 373.84%-331.8pp |
| Employer contribution / active EE | $851 | $5,478-84.5% | $4,821-82.4% | $4,755-82.1% |
| Participant deferral / active EE | $17,500 | $6,522+168.3% | $5,682+208.0% | $6,713+160.7% |
| Admin fee / account holder | $1,801 | $16,158-88.9% | $13,215-86.4% | $11,407-84.2% |