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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 | $150,284 | $167,362-10.2% | $143,799+4.5% | $134,532+11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.81% | 0.47%+0.3pp | -0.04%+0.9pp | 418.27%-417.5pp |
| Employer contribution / active EE | $325 | $5,620-94.2% | $4,952-93.4% | $4,741-93.1% |
| Participant deferral / active EE | $11,925 | $6,447+85.0% | $5,638+111.5% | $6,401+86.3% |
| Admin fee / account holder | $4,969 | $18,094-72.5% | $14,677-66.1% | $11,429-56.5% |