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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 | $49,461 | $167,353-70.4% | $143,797-65.6% | $134,545-63.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.06% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $200 | $5,620-96.4% | $4,952-96.0% | $4,742-95.8% |
| Participant deferral / active EE | $6,628 | $6,447+2.8% | $5,638+17.6% | $6,401+3.5% |
| Admin fee / account holder | $1,192 | $18,096-93.4% | $14,679-91.9% | $11,431-89.6% |