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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 | $74,482 | $174,875-57.4% | $125,381-40.6% | - |
| Participation rate | 82.8% | 70.4%+12.4pp | 82.4%+0.4pp | - |
| Annual return | -14.60% | -12.92%-1.7pp | 572.31%-586.9pp | - |
| Employer contribution / active EE | $1,967 | $3,570-44.9% | $4,815-59.2% | - |
| Participant deferral / active EE | $6,196 | $6,354-2.5% | $7,448-16.8% | - |
| Admin fee / account holder | $932 | $56,366-98.3% | $10,007-90.7% | - |