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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 | $31,429 | $138,072-77.2% | $123,549-74.6% | $135,382-76.8% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.60% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $486 | $5,152-90.6% | $4,628-89.5% | $4,779-89.8% |
| Participant deferral / active EE | $5,998 | $6,799-11.8% | $6,426-6.7% | $5,609+6.9% |
| Admin fee / account holder | $1,507 | $10,917-86.2% | $9,284-83.8% | $10,829-86.1% |