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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 | $227,241 | $127,387+78.4% | $115,038+97.5% | $125,389+81.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $541 | $5,166-89.5% | $4,608-88.3% | $4,866-88.9% |
| Participant deferral / active EE | $4,846 | $6,423-24.6% | $6,026-19.6% | $5,352-9.5% |
| Admin fee / account holder | $2,943 | $9,516-69.1% | $8,175-64.0% | $9,541-69.1% |