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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 | $28,248 | $82,674-65.8% | $125,381-77.5% | $68,486-58.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $213 | $3,382-93.7% | $4,815-95.6% | $2,597-91.8% |
| Participant deferral / active EE | $4,413 | $6,111-27.8% | $7,448-40.7% | $4,028+9.6% |
| Admin fee / account holder | $6,034 | $6,277-3.9% | $10,007-39.7% | $5,404+11.7% |