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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 | $135,088 | $82,324+64.1% | $68,803+96.3% | $134,545+0.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.36% | -2.17%-5.2pp | -6.37%-1.0pp | 418.37%-425.7pp |
| Employer contribution / active EE | $427 | $3,302-87.1% | $2,656-83.9% | $4,742-91.0% |
| Participant deferral / active EE | $7,292 | $4,740+53.8% | $3,942+85.0% | $6,401+13.9% |
| Admin fee / account holder | $1,991 | $6,485-69.3% | $4,936-59.7% | $11,431-82.6% |