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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 | $80,088 | $105,867-24.4% | $90,760-11.8% | $134,532-40.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.97% | -10.99%-5.0pp | -12.16%-3.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,216 | $5,217+19.1% | $4,565+36.2% | $6,401-2.9% |
| Admin fee / account holder | $820 | $13,936-94.1% | $8,444-90.3% | $11,429-92.8% |