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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 | $10,722 | $95,915-88.8% | $79,580-86.5% | $134,532-92.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -16.09% | -2.71%-13.4pp | 0.15%-16.2pp | 418.27%-434.4pp |
| Employer contribution / active EE | $508 | $3,129-83.8% | $2,413-78.9% | $4,741-89.3% |
| Participant deferral / active EE | $2,057 | $4,693-56.2% | $3,985-48.4% | $6,401-67.9% |
| Admin fee / account holder | $661 | $9,132-92.8% | $6,835-90.3% | $11,429-94.2% |