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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 | $13,556 | $133,998-89.9% | $112,263-87.9% | $134,545-89.9% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -17.65% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $750 | $4,040-81.4% | $3,636-79.4% | $4,742-84.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $865 | $7,493-88.5% | $6,410-86.5% | $11,431-92.4% |