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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 | $49,094 | $190,879-74.3% | $160,009-69.3% | $134,532-63.5% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.0%-7.4pp | 81.2%-10.6pp |
| Annual return | -17.12% | 552.63%-569.8pp | 408.85%-426.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $470 | $4,995-90.6% | $4,225-88.9% | $4,741-90.1% |
| Participant deferral / active EE | $3,126 | $6,924-54.8% | $6,183-49.4% | $6,401-51.2% |
| Admin fee / account holder | $7,176 | $10,495-31.6% | $8,715-17.7% | $11,429-37.2% |