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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 | $14,544 | $75,959-80.9% | $154,114-90.6% | $64,181-77.3% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.16%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $311 | $3,350-90.7% | $5,298-94.1% | $2,381-86.9% |
| Participant deferral / active EE | $3,312 | $3,175+4.3% | $5,081-34.8% | $3,470-4.6% |
| Admin fee / account holder | $1,843 | $5,589-67.0% | $13,411-86.3% | $4,887-62.3% |