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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 | $216,367 | $167,362+29.3% | $143,799+50.5% | $134,532+60.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.70% | 0.47%-9.2pp | -0.04%-8.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $475 | $5,620-91.6% | $4,952-90.4% | $4,741-90.0% |
| Participant deferral / active EE | $3,250 | $6,447-49.6% | $5,638-42.4% | $6,401-49.2% |
| Admin fee / account holder | $46,692 | $18,094+158.1% | $14,677+218.1% | $11,429+308.6% |