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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 | $203,644 | $81,870+148.7% | $119,634+70.2% | $68,490+197.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -9.03% | -23.82%+14.8pp | -14.98%+6.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,070 | $4,148+94.6% | $5,601+44.1% | $4,028+100.4% |
| Admin fee / account holder | $3,569 | $6,583-45.8% | $10,329-65.4% | $5,403-33.9% |