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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 | $105,253 | $134,001-21.5% | $112,258-6.2% | $134,509-21.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.82% | 47.15%-64.0pp | 27.47%-44.3pp | 418.13%-435.0pp |
| Employer contribution / active EE | $272 | $4,039-93.3% | $3,636-92.5% | $4,741-94.3% |
| Participant deferral / active EE | $5,034 | $5,291-4.9% | $4,728+6.5% | $6,400-21.4% |
| Admin fee / account holder | $913 | $7,491-87.8% | $6,411-85.8% | $11,427-92.0% |