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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 | $217,901 | $167,504+30.1% | $151,628+43.7% | $134,509+62.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.14% | 7.81%-23.9pp | 3.34%-19.5pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,061 | $6,828-84.5% | $6,165-82.8% | $4,741-77.6% |
| Participant deferral / active EE | $5,896 | $8,985-34.4% | $8,363-29.5% | $6,400-7.9% |
| Admin fee / account holder | $2,416 | $13,779-82.5% | $11,613-79.2% | $11,427-78.9% |