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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 | $25,890 | $167,323-84.5% | $143,770-82.0% | $134,493-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.57% | 0.47%-16.0pp | -0.04%-15.5pp | 418.01%-433.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,713 | $6,446+35.2% | $5,638+54.6% | $6,400+36.1% |
| Admin fee / account holder | $3,630 | $18,088-79.9% | $14,673-75.3% | $11,425-68.2% |