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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 | $75,796 | $167,522-54.8% | $151,639-50.0% | $134,532-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.12% | 7.81%-15.9pp | 3.34%-11.5pp | 418.27%-426.4pp |
| Employer contribution / active EE | $313 | $6,828-95.4% | $6,165-94.9% | $4,741-93.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,577 | $13,780-88.6% | $11,613-86.4% | $11,429-86.2% |