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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 | $170,261 | $217,432-21.7% | $185,849-8.4% | $167,536+1.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.58% | 148.42%-137.8pp | 122.10%-111.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $669 | $5,875-88.6% | $5,169-87.1% | $4,839-86.2% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $1,060 | $19,818-94.7% | $16,244-93.5% | $12,315-91.4% |