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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 | $34,152 | $167,504-79.6% | $151,628-77.5% | $134,509-74.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -19.64% | 7.81%-27.4pp | 3.34%-23.0pp | 418.13%-437.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,884 | $8,985+54.5% | $8,363+66.0% | $6,400+116.9% |
| Admin fee / account holder | $346 | $13,779-97.5% | $11,613-97.0% | $11,427-97.0% |