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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 | $45,482 | $167,533-72.9% | $151,645-70.0% | $134,545-66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.10% | 7.81%-23.9pp | 3.34%-19.4pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,439 | $8,985-61.7% | $8,363-58.9% | $6,401-46.3% |
| Admin fee / account holder | $439 | $13,781-96.8% | $11,614-96.2% | $11,431-96.2% |