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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 | $68,184 | $167,362-59.3% | $143,799-52.6% | $134,532-49.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -14.34% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $926 | $5,620-83.5% | $4,952-81.3% | $4,741-80.5% |
| Participant deferral / active EE | $3,460 | $6,447-46.3% | $5,638-38.6% | $6,401-45.9% |
| Admin fee / account holder | $3,783 | $18,094-79.1% | $14,677-74.2% | $11,429-66.9% |