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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 | $45,089 | $82,674-45.5% | $125,381-64.0% | $68,486-34.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $493 | $3,382-85.4% | $4,815-89.8% | $2,597-81.0% |
| Participant deferral / active EE | $5,042 | $6,111-17.5% | $7,448-32.3% | $4,028+25.2% |
| Admin fee / account holder | $4,482 | $6,277-28.6% | $10,007-55.2% | $5,404-17.1% |