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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 | $21,492 | $138,075-84.4% | $123,552-82.6% | $135,379-84.1% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -4.29% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $817 | $5,152-84.2% | $4,628-82.4% | $4,779-82.9% |
| Participant deferral / active EE | $2,530 | $6,800-62.8% | $6,426-60.6% | $5,609-54.9% |
| Admin fee / account holder | $13,692 | $10,917+25.4% | $9,285+47.5% | $10,828+26.5% |