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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 | $75,732 | $142,409-46.8% | $119,634-36.7% | $134,545-43.7% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | -16.46% | -12.46%-4.0pp | -14.98%-1.5pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,386 | $6,468-1.3% | $5,601+14.0% | $6,401-0.2% |
| Admin fee / account holder | $1,585 | $13,594-88.3% | $10,329-84.7% | $11,431-86.1% |