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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 | $117,041 | $107,809+8.6% | $90,657+29.1% | $135,380-13.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.55% | -0.90%-5.6pp | 1.89%-8.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,693 | $3,872+47.0% | $3,424+66.3% | $5,609+1.5% |
| Admin fee / account holder | $791 | $5,931-86.7% | $4,994-84.2% | $10,828-92.7% |