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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 | $147,356 | $167,362-12.0% | $143,799+2.5% | $134,532+9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.93% | 0.47%-8.4pp | -0.04%-7.9pp | 418.27%-426.2pp |
| Employer contribution / active EE | $622 | $5,620-88.9% | $4,952-87.4% | $4,741-86.9% |
| Participant deferral / active EE | $9,200 | $6,447+42.7% | $5,638+63.2% | $6,401+43.7% |
| Admin fee / account holder | $1,594 | $18,094-91.2% | $14,677-89.1% | $11,429-86.1% |