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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 | $63,369 | $167,533-62.2% | $151,645-58.2% | $134,545-52.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.11% | 7.81%-25.9pp | 3.34%-21.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,406 | $6,828-79.4% | $6,165-77.2% | $4,742-70.3% |
| Participant deferral / active EE | $6,263 | $8,985-30.3% | $8,363-25.1% | $6,401-2.2% |
| Admin fee / account holder | $346 | $13,781-97.5% | $11,614-97.0% | $11,431-97.0% |