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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 | $21,911 | $82,674-73.5% | $125,381-82.5% | $68,486-68.0% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -11.89% | -5.97%-5.9pp | 572.31%-584.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $286 | $3,382-91.6% | $4,815-94.1% | $2,597-89.0% |
| Participant deferral / active EE | $6,314 | $6,111+3.3% | $7,448-15.2% | $4,028+56.8% |
| Admin fee / account holder | $978 | $6,277-84.4% | $10,007-90.2% | $5,404-81.9% |