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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 | $28,799 | $138,102-79.1% | $125,381-77.0% | $134,532-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.73%-769.5pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | -$9 | $5,245-100.2% | $4,815-100.2% | $4,741-100.2% |
| Participant deferral / active EE | $3,591 | $7,801-54.0% | $7,448-51.8% | $6,401-43.9% |
| Admin fee / account holder | $950 | $11,568-91.8% | $10,007-90.5% | $11,429-91.7% |