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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 | $76,565 | $167,504-54.3% | $151,628-49.5% | $134,509-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.53% | 7.81%-26.3pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,440 | $8,985+83.0% | $8,363+96.6% | $6,400+156.9% |
| Admin fee / account holder | $308 | $13,779-97.8% | $11,613-97.3% | $11,427-97.3% |