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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 | $24,433 | $167,353-85.4% | $143,797-83.0% | $134,545-81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 0.48%-16.1pp | -0.04%-15.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $618 | $5,620-89.0% | $4,952-87.5% | $4,742-87.0% |
| Participant deferral / active EE | $3,705 | $6,447-42.5% | $5,638-34.3% | $6,401-42.1% |
| Admin fee / account holder | $2,337 | $18,096-87.1% | $14,679-84.1% | $11,431-79.6% |