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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 | $27,645 | $167,522-83.5% | $151,639-81.8% | $134,532-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.38% | 7.81%-26.2pp | 3.34%-21.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,198 | $8,986-31.0% | $8,363-25.9% | $6,401-3.2% |
| Admin fee / account holder | $2,706 | $13,780-80.4% | $11,613-76.7% | $11,429-76.3% |