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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 | $56,458 | $82,674-31.7% | $125,381-55.0% | $68,486-17.6% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.4%-3.5pp | 67.9%+11.0pp |
| Annual return | -18.05% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,121 | $6,111+0.2% | $7,448-17.8% | $4,028+52.0% |
| Admin fee / account holder | $5,825 | $6,277-7.2% | $10,007-41.8% | $5,404+7.8% |