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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 | $29,727 | $167,353-82.2% | $143,797-79.3% | $134,545-77.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.34% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $254 | $5,620-95.5% | $4,952-94.9% | $4,742-94.6% |
| Participant deferral / active EE | $2,356 | $6,447-63.5% | $5,638-58.2% | $6,401-63.2% |
| Admin fee / account holder | $970 | $18,096-94.6% | $14,679-93.4% | $11,431-91.5% |