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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 | $31,664 | $167,522-81.1% | $151,639-79.1% | $134,532-76.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.04% | 7.81%-16.9pp | 3.34%-12.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,702 | $8,986-14.3% | $8,363-7.9% | $6,401+20.3% |
| Admin fee / account holder | $60,127 | $13,780+336.3% | $11,613+417.7% | $11,429+426.1% |