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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 | $31,253 | $167,504-81.3% | $151,628-79.4% | $134,509-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.45% | 7.81%-23.3pp | 3.34%-18.8pp | 418.13%-433.6pp |
| Employer contribution / active EE | $667 | $6,828-90.2% | $6,165-89.2% | $4,741-85.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $499 | $13,779-96.4% | $11,613-95.7% | $11,427-95.6% |