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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 | $155,502 | $162,821-4.5% | $133,978+16.1% | $158,982-2.2% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 43.13% | 41.95%+1.2pp | 45.10%-2.0pp | 302.99%-259.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,799 | $5,910-69.6% | $5,047-64.4% | $5,983-69.9% |
| Admin fee / account holder | $144,675 | $11,742+1132.1% | $8,930+1520.1% | $11,252+1185.8% |