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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 | $143,367 | $100,792+42.2% | $86,691+65.4% | $134,509+6.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.04% | 29.08%-43.1pp | 35.94%-50.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $513 | $3,491-85.3% | $2,837-81.9% | $4,741-89.2% |
| Participant deferral / active EE | $16,997 | $5,339+218.4% | $4,656+265.1% | $6,400+165.6% |
| Admin fee / account holder | $2,568 | $10,924-76.5% | $7,492-65.7% | $11,427-77.5% |