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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 | $84,848 | $105,866-19.9% | $90,766-6.5% | $134,545-36.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.93% | -10.99%-5.9pp | -12.16%-4.8pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $20,225 | $5,217+287.7% | $4,565+343.0% | $6,401+216.0% |
| Admin fee / account holder | $650 | $13,938-95.3% | $8,446-92.3% | $11,431-94.3% |