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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 | $62,286 | $211,946-70.6% | $169,452-63.2% | $135,379-54.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.27% | 3.26%-5.5pp | 1.83%-4.1pp | 519.79%-522.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,783 | $6,075+44.6% | $5,277+66.4% | $5,609+56.6% |
| Admin fee / account holder | $18,595 | $11,472+62.1% | $9,110+104.1% | $10,828+71.7% |