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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 | $92,996 | $82,288+13.0% | $68,794+35.2% | $134,509-30.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.91% | -2.19%-9.7pp | -6.37%-5.5pp | 418.13%-430.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,293 | $4,738+138.3% | $3,941+186.5% | $6,400+76.4% |
| Admin fee / account holder | $419 | $6,482-93.5% | $4,934-91.5% | $11,427-96.3% |