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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 | $86,271 | $100,811-14.4% | $86,698-0.5% | $134,545-35.9% |
| Participation rate | 70.8% | 79.0%-8.1pp | 76.6%-5.8pp | 81.2%-10.4pp |
| Annual return | -19.00% | 29.11%-48.1pp | 35.96%-55.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,314 | $5,339+111.9% | $4,656+143.0% | $6,401+76.7% |
| Admin fee / account holder | $29,529 | $10,926+170.3% | $7,492+294.1% | $11,431+158.3% |