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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 | $28,477 | $167,533-83.0% | $151,645-81.2% | $134,545-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.13% | 7.81%-21.9pp | 3.34%-17.5pp | 418.37%-432.5pp |
| Employer contribution / active EE | $999 | $6,828-85.4% | $6,165-83.8% | $4,742-78.9% |
| Participant deferral / active EE | $4,068 | $8,985-54.7% | $8,363-51.4% | $6,401-36.4% |
| Admin fee / account holder | $5,413 | $13,781-60.7% | $11,614-53.4% | $11,431-52.6% |