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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 | $14,295 | $95,895-85.1% | $79,576-82.0% | $134,509-89.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -18.22% | -2.72%-15.5pp | 0.15%-18.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $368 | $3,128-88.2% | $2,413-84.7% | $4,741-92.2% |
| Participant deferral / active EE | $1,608 | $4,693-65.7% | $3,985-59.7% | $6,400-74.9% |
| Admin fee / account holder | $9,000 | $9,129-1.4% | $6,834+31.7% | $11,427-21.2% |