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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 | $56,241 | $142,392-60.5% | $119,622-53.0% | $134,532-58.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.50% | -12.46%+3.0pp | -14.98%+5.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $888 | $5,224-83.0% | $4,232-79.0% | $4,741-81.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,667 | $13,593-80.4% | $10,328-74.2% | $11,429-76.7% |