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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 | $146,062 | $167,533-12.8% | $151,645-3.7% | $134,545+8.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.58% | 7.81%-16.4pp | 3.34%-11.9pp | 418.37%-426.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,311 | $8,985-7.5% | $8,363-0.6% | $6,401+29.8% |
| Admin fee / account holder | $764 | $13,781-94.5% | $11,614-93.4% | $11,431-93.3% |