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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 | $169,565 | $167,362+1.3% | $143,799+17.9% | $134,532+26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.41% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,129 | $5,620-79.9% | $4,952-77.2% | $4,741-76.2% |
| Participant deferral / active EE | $7,800 | $6,447+21.0% | $5,638+38.3% | $6,401+21.9% |
| Admin fee / account holder | $1,511 | $18,094-91.6% | $14,677-89.7% | $11,429-86.8% |