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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 | $34,037 | $133,981-74.6% | $112,249-69.7% | $134,532-74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.78% | 47.16%-54.9pp | 27.48%-35.3pp | 418.27%-426.0pp |
| Employer contribution / active EE | $523 | $4,040-87.1% | $3,636-85.6% | $4,741-89.0% |
| Participant deferral / active EE | $3,459 | $5,292-34.6% | $4,729-26.8% | $6,401-46.0% |
| Admin fee / account holder | $1,643 | $7,492-78.1% | $6,412-74.4% | $11,429-85.6% |