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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 | $68,260 | $97,020-29.6% | $83,327-18.1% | $135,380-49.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -7.81% | 12.31%-20.1pp | 10.64%-18.4pp | 519.81%-527.6pp |
| Employer contribution / active EE | $129 | $4,144-96.9% | $3,379-96.2% | $4,779-97.3% |
| Participant deferral / active EE | $5,123 | $5,964-14.1% | $5,565-7.9% | $5,609-8.7% |
| Admin fee / account holder | $6,503 | $8,426-22.8% | $7,540-13.8% | $10,828-39.9% |