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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 | $104,012 | $142,361-26.9% | $119,608-13.0% | $134,509-22.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.96% | -12.46%-6.5pp | -14.98%-4.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,568 | $6,468+78.8% | $5,601+106.5% | $6,400+80.7% |
| Admin fee / account holder | $14,127 | $13,588+4.0% | $10,326+36.8% | $11,427+23.6% |