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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 | $72,327 | $142,392-49.2% | $119,622-39.5% | $134,532-46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | -12.46%-5.3pp | -14.98%-2.8pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,236 | $6,467+166.5% | $5,601+207.8% | $6,401+169.3% |
| Admin fee / account holder | $736 | $13,593-94.6% | $10,328-92.9% | $11,429-93.6% |