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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 | $31,626 | $167,362-81.1% | $143,799-78.0% | $134,532-76.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -18.50% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $916 | $5,620-83.7% | $4,952-81.5% | $4,741-80.7% |
| Participant deferral / active EE | $3,414 | $6,447-47.0% | $5,638-39.4% | $6,401-46.7% |
| Admin fee / account holder | $2,210 | $18,094-87.8% | $14,677-84.9% | $11,429-80.7% |