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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 | $37,164 | $167,353-77.8% | $143,797-74.2% | $134,545-72.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.83% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $224 | $5,620-96.0% | $4,952-95.5% | $4,742-95.3% |
| Participant deferral / active EE | $5,947 | $6,447-7.8% | $5,638+5.5% | $6,401-7.1% |
| Admin fee / account holder | $1,694 | $18,096-90.6% | $14,679-88.5% | $11,431-85.2% |