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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 | $60,825 | $127,096-52.1% | $105,736-42.5% | $135,380-55.1% |
| Participation rate | 82.6% | 82.7%-0.1pp | 76.3%+6.3pp | 82.6%0pp |
| Annual return | -6.57% | 4.49%-11.1pp | 6.27%-12.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $390 | $4,107-90.5% | $3,268-88.1% | $4,779-91.8% |
| Participant deferral / active EE | $3,084 | $5,064-39.1% | $4,080-24.4% | $5,609-45.0% |
| Admin fee / account holder | $13,890 | $9,087+52.9% | $6,913+100.9% | $10,828+28.3% |