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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 | $67,218 | $133,981-49.8% | $112,249-40.1% | $134,532-50.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -7.74% | 47.16%-54.9pp | 27.48%-35.2pp | 418.27%-426.0pp |
| Employer contribution / active EE | $195 | $4,040-95.2% | $3,636-94.6% | $4,741-95.9% |
| Participant deferral / active EE | $4,677 | $5,292-11.6% | $4,729-1.1% | $6,401-26.9% |
| Admin fee / account holder | $32,267 | $7,492+330.7% | $6,412+403.2% | $11,429+182.3% |