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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 | $18,547 | $97,729-81.0% | $83,830-77.9% | $135,379-86.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.49% | 1287.52%-1294.0pp | 850.97%-857.5pp | 519.79%-526.3pp |
| Employer contribution / active EE | $350 | $4,222-91.7% | $3,631-90.4% | $4,779-92.7% |
| Participant deferral / active EE | $1,608 | $4,683-65.7% | $4,082-60.6% | $5,609-71.3% |
| Admin fee / account holder | $354 | $6,674-94.7% | $5,479-93.5% | $10,828-96.7% |