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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 | $41,439 | $167,353-75.2% | $143,797-71.2% | $134,545-69.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.90% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $980 | $5,620-82.6% | $4,952-80.2% | $4,742-79.3% |
| Participant deferral / active EE | $3,574 | $6,447-44.6% | $5,638-36.6% | $6,401-44.2% |
| Admin fee / account holder | $4,028 | $18,096-77.7% | $14,679-72.6% | $11,431-64.8% |