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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 | $39,062 | $91,536-57.3% | $130,062-70.0% | $75,177-48.0% |
| Participation rate | 78.3% | 71.5%+6.8pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 14.40% | -631.62%+646.0pp | -137.37%+151.8pp | 160.75%-146.4pp |
| Employer contribution / active EE | $699 | $2,845-75.4% | $4,322-83.8% | $2,671-73.8% |
| Participant deferral / active EE | $2,491 | $4,343-42.6% | $5,821-57.2% | $4,126-39.6% |
| Admin fee / account holder | $2,562 | $6,780-62.2% | $10,601-75.8% | $5,651-54.7% |