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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 | $22,991 | $167,353-86.3% | $143,797-84.0% | $134,545-82.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.48% | 0.48%-19.0pp | -0.04%-18.4pp | 418.37%-436.9pp |
| Employer contribution / active EE | $615 | $5,620-89.1% | $4,952-87.6% | $4,742-87.0% |
| Participant deferral / active EE | $4,094 | $6,447-36.5% | $5,638-27.4% | $6,401-36.1% |
| Admin fee / account holder | $313 | $18,096-98.3% | $14,679-97.9% | $11,431-97.3% |