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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 | $56,311 | $77,976-27.8% | $81,367-30.8% | $125,389-55.1% |
| Participation rate | 90.0% | 83.3%+6.7pp | 82.3%+7.7pp | 83.2%+6.8pp |
| Annual return | -1.33% | -2.85%+1.5pp | -0.92%-0.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,668 | $5,646-17.3% | $5,383-13.3% | $5,352-12.8% |
| Admin fee / account holder | $1,297 | $12,476-89.6% | $8,926-85.5% | $9,541-86.4% |