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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 | $60,100 | $167,362-64.1% | $143,799-58.2% | $134,532-55.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.71% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $67 | $5,620-98.8% | $4,952-98.6% | $4,741-98.6% |
| Participant deferral / active EE | $2,207 | $6,447-65.8% | $5,638-60.8% | $6,401-65.5% |
| Admin fee / account holder | $578 | $18,094-96.8% | $14,677-96.1% | $11,429-94.9% |