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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 | $27,114 | $92,219-70.6% | $76,768-64.7% | $135,379-80.0% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -8.08% | 5.46%-13.5pp | 2.43%-10.5pp | 519.79%-527.9pp |
| Employer contribution / active EE | $429 | $3,216-86.7% | $2,485-82.7% | $4,779-91.0% |
| Participant deferral / active EE | $5,329 | $4,508+18.2% | $3,852+38.4% | $5,609-5.0% |
| Admin fee / account holder | $3,374 | $10,749-68.6% | $6,675-49.4% | $10,828-68.8% |