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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 | $101,964 | $167,362-39.1% | $143,799-29.1% | $134,532-24.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.82% | 0.47%-5.3pp | -0.04%-4.8pp | 418.27%-423.1pp |
| Employer contribution / active EE | $184 | $5,620-96.7% | $4,952-96.3% | $4,741-96.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,271 | $18,094-59.8% | $14,677-50.5% | $11,429-36.4% |