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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 | $27,366 | $167,353-83.6% | $143,797-81.0% | $134,545-79.7% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -15.08% | 0.48%-15.6pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $739 | $5,620-86.9% | $4,952-85.1% | $4,742-84.4% |
| Participant deferral / active EE | $2,758 | $6,447-57.2% | $5,638-51.1% | $6,401-56.9% |
| Admin fee / account holder | $1,599 | $18,096-91.2% | $14,679-89.1% | $11,431-86.0% |