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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 | $36,947 | $158,852-76.7% | $121,220-69.5% | $135,380-72.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -2.75% | -0.64%-2.1pp | 16.94%-19.7pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $313 | $4,006-92.2% | $3,345-90.7% | $5,609-94.4% |
| Admin fee / account holder | $8,188 | $6,515+25.7% | $5,021+63.1% | $10,828-24.4% |