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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 | $28,053 | $82,678-66.1% | $125,391-77.6% | $68,490-59.0% |
| Participation rate | 94.5% | 75.1%+19.5pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -19.22% | -5.97%-13.2pp | 572.41%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $230 | $3,382-93.2% | $4,816-95.2% | $2,597-91.2% |
| Participant deferral / active EE | $3,145 | $6,111-48.5% | $7,448-57.8% | $4,028-21.9% |
| Admin fee / account holder | $1,000 | $6,277-84.1% | $10,009-90.0% | $5,403-81.5% |