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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 | $217,442 | $167,352+29.9% | $143,788+51.2% | $134,509+61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.10% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,406 | $6,447-16.1% | $5,638-4.1% | $6,400-15.5% |
| Admin fee / account holder | $104,075 | $18,091+475.3% | $14,675+609.2% | $11,427+810.8% |