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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 | $100,903 | $158,852-36.5% | $121,220-16.8% | $135,380-25.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | -0.64%-6.2pp | 16.94%-23.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,543 | $4,006+88.3% | $3,345+125.5% | $5,609+34.5% |
| Admin fee / account holder | $782 | $6,515-88.0% | $5,021-84.4% | $10,828-92.8% |