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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 | $26,100 | $67,372-61.3% | $60,906-57.1% | $134,532-80.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -13.92% | 50.05%-64.0pp | 16.94%-30.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $98 | $3,099-96.8% | $2,703-96.4% | $4,741-97.9% |
| Participant deferral / active EE | $1,195 | $4,532-73.6% | $3,814-68.7% | $6,401-81.3% |
| Admin fee / account holder | $808 | $4,588-82.4% | $3,227-75.0% | $11,429-92.9% |