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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 | $77,222 | $167,352-53.9% | $143,788-46.3% | $134,509-42.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -14.03% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $922 | $5,620-83.6% | $4,952-81.4% | $4,741-80.5% |
| Participant deferral / active EE | $4,197 | $6,447-34.9% | $5,638-25.6% | $6,400-34.4% |
| Admin fee / account holder | $453 | $18,091-97.5% | $14,675-96.9% | $11,427-96.0% |