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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 | $42,507 | $142,409-70.2% | $119,634-64.5% | $134,545-68.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.70% | -12.46%-7.2pp | -14.98%-4.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $22,167 | $6,468+242.7% | $5,601+295.8% | $6,401+246.3% |
| Admin fee / account holder | $705 | $13,594-94.8% | $10,329-93.2% | $11,431-93.8% |