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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 | $164,693 | $180,462-8.7% | $154,111+6.9% | $135,379+21.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.21% | 888.17%-878.0pp | 735.18%-725.0pp | 519.79%-509.6pp |
| Employer contribution / active EE | $943 | $6,036-84.4% | $5,298-82.2% | $4,779-80.3% |
| Participant deferral / active EE | $8,840 | $5,806+52.2% | $5,081+74.0% | $5,609+57.6% |
| Admin fee / account holder | $1,007 | $16,145-93.8% | $13,411-92.5% | $10,828-90.7% |