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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 | $71,645 | $63,953+12.0% | $54,726+30.9% | $135,379-47.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -2.56% | -5.77%+3.2pp | -4.56%+2.0pp | 519.79%-522.3pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,162 | $4,810+28.1% | $3,953+55.9% | $5,609+9.9% |
| Admin fee / account holder | $3,063 | $4,567-32.9% | $3,818-19.8% | $10,828-71.7% |