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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 | $89,240 | $85,790+4.0% | $67,313+32.6% | $135,379-34.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | -0.54%-4.9pp | -4.08%-1.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | -$53 | $3,487-101.5% | $2,566-102.0% | $4,779-101.1% |
| Participant deferral / active EE | $6,567 | $4,651+41.2% | $3,568+84.0% | $5,609+17.1% |
| Admin fee / account holder | $6,292 | $6,392-1.6% | $4,507+39.6% | $10,828-41.9% |