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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 | $151,666 | $90,448+67.7% | $93,786+61.7% | $134,545+12.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 81.0%+3.6pp | 81.2%+3.4pp |
| Annual return | -8.04% | -15.71%+7.7pp | -11.32%+3.3pp | 418.37%-426.4pp |
| Employer contribution / active EE | $983 | $4,349-77.4% | $4,328-77.3% | $4,742-79.3% |
| Participant deferral / active EE | $10,147 | $5,983+69.6% | $6,100+66.4% | $6,401+58.5% |
| Admin fee / account holder | $127,913 | $9,232+1285.5% | $7,184+1680.5% | $11,431+1019.0% |