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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 | $24,071 | $105,867-77.3% | $90,760-73.5% | $134,532-82.1% |
| Participation rate | 91.7% | 78.3%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -15.50% | -10.99%-4.5pp | -12.16%-3.3pp | 418.27%-433.8pp |
| Employer contribution / active EE | $245 | $3,464-92.9% | $2,922-91.6% | $4,741-94.8% |
| Participant deferral / active EE | $1,667 | $5,217-68.1% | $4,565-63.5% | $6,401-74.0% |
| Admin fee / account holder | $24,057 | $13,936+72.6% | $8,444+184.9% | $11,429+110.5% |