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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 | $47,439 | $167,362-71.7% | $143,799-67.0% | $134,532-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.38% | 0.47%-12.9pp | -0.04%-12.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,843 | $6,447+37.2% | $5,638+56.8% | $6,401+38.2% |
| Admin fee / account holder | $595 | $18,094-96.7% | $14,677-95.9% | $11,429-94.8% |