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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 | $40,667 | $167,522-75.7% | $151,639-73.2% | $134,532-69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.03% | 7.81%-20.8pp | 3.34%-16.4pp | 418.27%-431.3pp |
| Employer contribution / active EE | $625 | $6,828-90.8% | $6,165-89.9% | $4,741-86.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,164 | $13,780+2.8% | $11,613+22.0% | $11,429+23.9% |