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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 | $42,475 | $167,352-74.6% | $143,788-70.5% | $134,509-68.4% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -12.46% | 0.47%-12.9pp | -0.03%-12.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $854 | $5,620-84.8% | $4,952-82.7% | $4,741-82.0% |
| Participant deferral / active EE | $3,617 | $6,447-43.9% | $5,638-35.9% | $6,400-43.5% |
| Admin fee / account holder | $4,800 | $18,091-73.5% | $14,675-67.3% | $11,427-58.0% |