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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 | $113,591 | $167,362-32.1% | $143,799-21.0% | $134,532-15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.06% | 0.47%-13.5pp | -0.04%-13.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $530 | $5,620-90.6% | $4,952-89.3% | $4,741-88.8% |
| Participant deferral / active EE | $24,833 | $6,447+285.2% | $5,638+340.4% | $6,401+288.0% |
| Admin fee / account holder | $698 | $18,094-96.1% | $14,677-95.2% | $11,429-93.9% |