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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 | $95,773 | $147,167-34.9% | $111,392-14.0% | $135,380-29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -1.30% | -4.44%+3.1pp | -2.06%+0.8pp | 519.81%-521.1pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,067 | $6,565+266.6% | $5,567+332.3% | $5,609+329.1% |
| Admin fee / account holder | $2,557 | $20,270-87.4% | $12,266-79.2% | $10,828-76.4% |