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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 | $104,949 | $105,866-0.9% | $90,766+15.6% | $134,545-22.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.09% | -10.99%+1.9pp | -12.16%+3.1pp | 418.37%-427.5pp |
| Employer contribution / active EE | $154 | $3,464-95.6% | $2,922-94.7% | $4,742-96.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,056 | $13,938-78.1% | $8,446-63.8% | $11,431-73.3% |