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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 | $34,274 | $167,352-79.5% | $143,788-76.2% | $134,509-74.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.80% | 0.47%-20.3pp | -0.03%-19.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $698 | $5,620-87.6% | $4,952-85.9% | $4,741-85.3% |
| Participant deferral / active EE | $3,221 | $6,447-50.0% | $5,638-42.9% | $6,400-49.7% |
| Admin fee / account holder | $1,611 | $18,091-91.1% | $14,675-89.0% | $11,427-85.9% |