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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 | $80,176 | $167,353-52.1% | $143,797-44.2% | $134,545-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.34% | 0.48%-9.8pp | -0.04%-9.3pp | 418.37%-427.7pp |
| Employer contribution / active EE | $1,111 | $5,620-80.2% | $4,952-77.6% | $4,742-76.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,904 | $18,096-78.4% | $14,679-73.4% | $11,431-65.9% |