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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 | $82,987 | $167,353-50.4% | $143,797-42.3% | $134,545-38.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.01% | 0.48%-5.5pp | -0.04%-5.0pp | 418.37%-423.4pp |
| Employer contribution / active EE | $466 | $5,620-91.7% | $4,952-90.6% | $4,742-90.2% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-36.0% |
| Admin fee / account holder | $3,752 | $18,096-79.3% | $14,679-74.4% | $11,431-67.2% |