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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 | $60,482 | $140,578-57.0% | $100,671-39.9% | $125,389-51.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.34% | 24.67%-28.0pp | 20.43%-23.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,421 | $3,981+36.2% | $3,144+72.5% | $5,352+1.3% |
| Admin fee / account holder | $2,613 | $6,716-61.1% | $4,850-46.1% | $9,541-72.6% |