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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 | $27,460 | $75,935-63.8% | $60,547-54.6% | $125,389-78.1% |
| Participation rate | 73.3% | 76.5%-3.2pp | 68.0%+5.4pp | 83.2%-9.9pp |
| Annual return | -0.48% | -5.38%+4.9pp | 335.64%-336.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $286 | $3,438-91.7% | $2,419-88.2% | $4,866-94.1% |
| Participant deferral / active EE | $1,659 | $4,506-63.2% | $3,328-50.2% | $5,352-69.0% |
| Admin fee / account holder | $2,876 | $6,768-57.5% | $4,536-36.6% | $9,541-69.9% |