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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 | $92,349 | $190,916-51.6% | $160,037-42.3% | $134,545-31.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.87% | 552.79%-568.7pp | 408.95%-424.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $577 | $4,996-88.4% | $4,226-86.3% | $4,742-87.8% |
| Participant deferral / active EE | $9,629 | $6,925+39.0% | $6,184+55.7% | $6,401+50.4% |
| Admin fee / account holder | $1,596 | $10,497-84.8% | $8,716-81.7% | $11,431-86.0% |