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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 | $131,572 | $129,959+1.2% | $104,301+26.1% | $134,532-2.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.39% | 42.04%-51.4pp | 24.61%-34.0pp | 418.27%-427.7pp |
| Employer contribution / active EE | $587 | $4,185-86.0% | $3,373-82.6% | $4,741-87.6% |
| Participant deferral / active EE | $10,800 | $5,589+93.2% | $4,626+133.5% | $6,401+68.7% |
| Admin fee / account holder | $1,170 | $9,325-87.5% | $7,340-84.1% | $11,429-89.8% |