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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 | $214,207 | $138,075+55.1% | $123,552+73.4% | $135,379+58.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -4.31% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $842 | $5,152-83.7% | $4,628-81.8% | $4,779-82.4% |
| Participant deferral / active EE | $14,817 | $6,800+117.9% | $6,426+130.6% | $5,609+164.2% |
| Admin fee / account holder | $3,522 | $10,917-67.7% | $9,285-62.1% | $10,828-67.5% |