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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 | $29,479 | $142,392-79.3% | $119,622-75.4% | $134,532-78.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -18.18% | -12.46%-5.7pp | -14.98%-3.2pp | 418.27%-436.4pp |
| Employer contribution / active EE | $848 | $5,224-83.8% | $4,232-80.0% | $4,741-82.1% |
| Participant deferral / active EE | $1,973 | $6,467-69.5% | $5,601-64.8% | $6,401-69.2% |
| Admin fee / account holder | $10,783 | $13,593-20.7% | $10,328+4.4% | $11,429-5.7% |