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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 | $32,629 | $167,353-80.5% | $143,797-77.3% | $134,545-75.7% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.37% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,007 | $5,620-82.1% | $4,952-79.7% | $4,742-78.8% |
| Participant deferral / active EE | $2,674 | $6,447-58.5% | $5,638-52.6% | $6,401-58.2% |
| Admin fee / account holder | $2,613 | $18,096-85.6% | $14,679-82.2% | $11,431-77.1% |