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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 | $110,185 | $102,385+7.6% | $147,080-25.1% | $80,935+36.1% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 17.49% | 135.09%-117.6pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | -$1,160 | $3,717-131.2% | $4,933-123.5% | $2,757-142.1% |
| Participant deferral / active EE | $7,588 | $6,651+14.1% | $8,066-5.9% | $4,299+76.5% |
| Admin fee / account holder | $18,064 | $7,951+127.2% | $12,989+39.1% | $6,924+160.9% |