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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 | $211,056 | $142,361+48.3% | $119,608+76.5% | $134,509+56.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.66% | -12.46%-1.2pp | -14.98%+1.3pp | 418.13%-431.8pp |
| Employer contribution / active EE | $695 | $5,224-86.7% | $4,232-83.6% | $4,741-85.3% |
| Participant deferral / active EE | $9,412 | $6,468+45.5% | $5,601+68.0% | $6,400+47.0% |
| Admin fee / account holder | $350 | $13,588-97.4% | $10,326-96.6% | $11,427-96.9% |