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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 | $55,778 | $167,362-66.7% | $143,799-61.2% | $134,532-58.5% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -15.07% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $623 | $5,620-88.9% | $4,952-87.4% | $4,741-86.9% |
| Participant deferral / active EE | $2,179 | $6,447-66.2% | $5,638-61.4% | $6,401-66.0% |
| Admin fee / account holder | $9,444 | $18,094-47.8% | $14,677-35.7% | $11,429-17.4% |