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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 | $21,355 | $67,396-68.3% | $60,919-64.9% | $134,545-84.1% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -13.83% | 50.12%-64.0pp | 16.96%-30.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $347 | $3,101-88.8% | $2,704-87.2% | $4,742-92.7% |
| Participant deferral / active EE | $1,251 | $4,534-72.4% | $3,814-67.2% | $6,401-80.5% |
| Admin fee / account holder | $5,429 | $4,590+18.3% | $3,228+68.2% | $11,431-52.5% |