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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 | $151,945 | $160,028-5.1% | $147,080+3.3% | $145,884+4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.15% | 98.60%-64.4pp | 420.17%-386.0pp | 551.85%-517.7pp |
| Employer contribution / active EE | $645 | $5,286-87.8% | $4,933-86.9% | $4,662-86.2% |
| Participant deferral / active EE | $6,476 | $8,422-23.1% | $8,066-19.7% | $6,690-3.2% |
| Admin fee / account holder | $1,053 | $15,030-93.0% | $12,989-91.9% | $13,392-92.1% |