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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 | $233,205 | $167,522+39.2% | $151,639+53.8% | $134,532+73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.72% | 7.81%-23.5pp | 3.34%-19.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,391 | $6,828-79.6% | $6,165-77.4% | $4,741-70.7% |
| Participant deferral / active EE | $14,682 | $8,986+63.4% | $8,363+75.6% | $6,401+129.4% |
| Admin fee / account holder | $14,485 | $13,780+5.1% | $11,613+24.7% | $11,429+26.7% |