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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 | $86,525 | $167,353-48.3% | $143,797-39.8% | $134,545-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.58% | 0.48%-17.1pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $915 | $5,620-83.7% | $4,952-81.5% | $4,742-80.7% |
| Participant deferral / active EE | $10,732 | $6,447+66.5% | $5,638+90.3% | $6,401+67.7% |
| Admin fee / account holder | $176,150 | $18,096+873.4% | $14,679+1100.0% | $11,431+1441.0% |