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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 | $87,260 | $131,835-33.8% | $108,582-19.6% | $273,972-68.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.67% | -91.57%+103.2pp | -51.70%+63.4pp | 41.46%-29.8pp |
| Employer contribution / active EE | $833 | $4,913-83.0% | $3,758-77.8% | $4,869-82.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,533 | $10,253+207.6% | $7,645+312.5% | $10,133+211.2% |