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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 | $155,867 | $106,115+46.9% | $85,969+81.3% | $125,389+24.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.43% | 13.93%-17.4pp | 9.32%-12.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $720 | $4,537-84.1% | $3,474-79.3% | $4,866-85.2% |
| Participant deferral / active EE | $16,009 | $4,859+229.4% | $3,829+318.1% | $5,352+199.1% |
| Admin fee / account holder | $2,020 | $8,144-75.2% | $6,053-66.6% | $9,541-78.8% |