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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 | $27,501 | $95,895-71.3% | $79,576-65.4% | $134,509-79.6% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | 3.41% | -2.72%+6.1pp | 0.15%+3.3pp | 418.13%-414.7pp |
| Employer contribution / active EE | $451 | $3,128-85.6% | $2,413-81.3% | $4,741-90.5% |
| Participant deferral / active EE | $4,929 | $4,693+5.0% | $3,985+23.7% | $6,400-23.0% |
| Admin fee / account holder | $16,797 | $9,129+84.0% | $6,834+145.8% | $11,427+47.0% |