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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 | $75,468 | $91,537-17.6% | $130,045-42.0% | $75,173+0.4% |
| Participation rate | 79.7% | 71.5%+8.3pp | 78.5%+1.2pp | 67.2%+12.5pp |
| Annual return | 14.43% | -631.55%+646.0pp | -137.30%+151.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $569 | $2,845-80.0% | $4,321-86.8% | $2,671-78.7% |
| Participant deferral / active EE | $5,907 | $4,343+36.0% | $5,820+1.5% | $4,126+43.2% |
| Admin fee / account holder | $11,706 | $6,780+72.7% | $10,600+10.4% | $5,651+107.2% |