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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 | $178,109 | $211,946-16.0% | $169,452+5.1% | $135,380+31.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.66% | 3.26%-11.9pp | 1.83%-10.5pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,334 | $6,075+168.8% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $5,290 | $11,472-53.9% | $9,110-41.9% | $10,828-51.1% |