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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 | $25,010 | $167,352-85.1% | $143,788-82.6% | $134,509-81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $720 | $5,620-87.2% | $4,952-85.5% | $4,741-84.8% |
| Participant deferral / active EE | $2,632 | $6,447-59.2% | $5,638-53.3% | $6,400-58.9% |
| Admin fee / account holder | $5,887 | $18,091-67.5% | $14,675-59.9% | $11,427-48.5% |