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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 | $150,863 | $167,522-9.9% | $151,639-0.5% | $134,532+12.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.12% | 7.81%-20.9pp | 3.34%-16.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $734 | $6,828-89.3% | $6,165-88.1% | $4,741-84.5% |
| Participant deferral / active EE | $14,126 | $8,986+57.2% | $8,363+68.9% | $6,401+120.7% |
| Admin fee / account holder | $5,569 | $13,780-59.6% | $11,613-52.0% | $11,429-51.3% |