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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 | $48,760 | $167,353-70.9% | $143,797-66.1% | $134,545-63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,066 | $5,620-81.0% | $4,952-78.5% | $4,742-77.5% |
| Participant deferral / active EE | $3,168 | $6,447-50.9% | $5,638-43.8% | $6,401-50.5% |
| Admin fee / account holder | $1,550 | $18,096-91.4% | $14,679-89.4% | $11,431-86.4% |