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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 | $21,256 | $67,372-68.4% | $60,906-65.1% | $134,532-84.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -8.76% | 50.05%-58.8pp | 16.94%-25.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $147 | $3,099-95.3% | $2,703-94.6% | $4,741-96.9% |
| Participant deferral / active EE | $2,726 | $4,532-39.9% | $3,814-28.5% | $6,401-57.4% |
| Admin fee / account holder | $4,186 | $4,588-8.8% | $3,227+29.7% | $11,429-63.4% |