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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 | $63,859 | $180,459-64.6% | $154,108-58.6% | $135,380-52.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.48% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $368 | $6,035-93.9% | $5,298-93.1% | $4,779-92.3% |
| Participant deferral / active EE | $9,689 | $5,806+66.9% | $5,081+90.7% | $5,609+72.7% |
| Admin fee / account holder | $982 | $16,145-93.9% | $13,411-92.7% | $10,828-90.9% |