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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 | $47,090 | $167,353-71.9% | $143,797-67.3% | $134,545-65.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.17% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $88 | $5,620-98.4% | $4,952-98.2% | $4,742-98.2% |
| Participant deferral / active EE | $2,738 | $6,447-57.5% | $5,638-51.4% | $6,401-57.2% |
| Admin fee / account holder | $2,164 | $18,096-88.0% | $14,679-85.3% | $11,431-81.1% |