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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 | $71,177 | $90,590-21.4% | $90,782-21.6% | $135,380-47.4% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.7%+7.3pp | 82.6%+7.4pp |
| Annual return | -4.03% | -3.40%-0.6pp | -3.42%-0.6pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,730 | $5,407+6.0% | $5,366+6.8% | $5,609+2.1% |
| Admin fee / account holder | $2,009 | $7,683-73.9% | $5,908-66.0% | $10,828-81.4% |