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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 | $198,071 | $167,353+18.4% | $143,797+37.7% | $134,545+47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.30% | 0.48%-11.8pp | -0.04%-11.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $960 | $5,620-82.9% | $4,952-80.6% | $4,742-79.8% |
| Participant deferral / active EE | $5,161 | $6,447-19.9% | $5,638-8.5% | $6,401-19.4% |
| Admin fee / account holder | $7,062 | $18,096-61.0% | $14,679-51.9% | $11,431-38.2% |