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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 | $143,447 | $64,807+121.3% | $79,467+80.5% | - |
| Participation rate | 77.8% | 63.3%+14.5pp | 73.3%+4.4pp | - |
| Annual return | -4.02% | -6.90%+2.9pp | 718.30%-722.3pp | - |
| Employer contribution / active EE | $2,108 | $2,603-19.0% | $2,800-24.7% | - |
| Participant deferral / active EE | $4,140 | $2,645+56.5% | $3,704+11.8% | - |
| Admin fee / account holder | $5,033 | $2,902+73.4% | $5,104-1.4% | - |