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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 | $99,610 | $167,323-40.5% | $143,770-30.7% | $134,493-25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.52% | 0.47%-17.0pp | -0.04%-16.5pp | 418.01%-434.5pp |
| Employer contribution / active EE | $500 | $5,619-91.1% | $4,951-89.9% | $4,740-89.5% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,697 | $18,088-90.6% | $14,673-88.4% | $11,425-85.1% |