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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 | $157,271 | $167,504-6.1% | $151,628+3.7% | $134,509+16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.18% | 7.81%-25.0pp | 3.34%-20.5pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,342 | $6,828-80.4% | $6,165-78.2% | $4,741-71.7% |
| Participant deferral / active EE | $8,595 | $8,985-4.3% | $8,363+2.8% | $6,400+34.3% |
| Admin fee / account holder | $540 | $13,779-96.1% | $11,613-95.3% | $11,427-95.3% |