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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 | $122,229 | $160,070-23.6% | $147,117-16.9% | $145,897-16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.68% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $813 | $5,285-84.6% | $4,932-83.5% | $4,663-82.6% |
| Participant deferral / active EE | $3,358 | $8,419-60.1% | $8,065-58.4% | $6,689-49.8% |
| Admin fee / account holder | $16,637 | $15,035+10.7% | $12,993+28.0% | $13,390+24.2% |