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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 | $77,558 | $211,946-63.4% | $169,452-54.2% | $135,382-42.7% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -5.18% | 3.26%-8.4pp | 1.83%-7.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,827 | $6,075-4.1% | $5,277+10.4% | $5,609+3.9% |
| Admin fee / account holder | $1,423 | $11,472-87.6% | $9,110-84.4% | $10,829-86.9% |