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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 | $34,679 | $90,590-61.7% | $90,782-61.8% | $135,380-74.4% |
| Participation rate | 92.9% | 83.7%+9.1pp | 82.7%+10.2pp | 82.6%+10.2pp |
| Annual return | -7.83% | -3.40%-4.4pp | -3.42%-4.4pp | 519.81%-527.6pp |
| Employer contribution / active EE | $509 | $4,352-88.3% | $4,105-87.6% | $4,779-89.4% |
| Participant deferral / active EE | $6,570 | $5,407+21.5% | $5,366+22.4% | $5,609+17.1% |
| Admin fee / account holder | $3,888 | $7,683-49.4% | $5,908-34.2% | $10,828-64.1% |