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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 | $54,494 | $167,353-67.4% | $143,797-62.1% | $134,545-59.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.83% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $409 | $5,620-92.7% | $4,952-91.7% | $4,742-91.4% |
| Participant deferral / active EE | $3,114 | $6,447-51.7% | $5,638-44.8% | $6,401-51.4% |
| Admin fee / account holder | $40,584 | $18,096+124.3% | $14,679+176.5% | $11,431+255.0% |