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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 | $69,140 | $99,647-30.6% | $86,439-20.0% | $134,509-48.6% |
| Participation rate | 81.3% | 82.1%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -18.52% | 6784.13%-6802.7pp | 4395.55%-4414.1pp | 418.13%-436.7pp |
| Employer contribution / active EE | $187 | $4,401-95.7% | $3,769-95.0% | $4,741-96.1% |
| Participant deferral / active EE | $3,743 | $7,246-48.3% | $6,952-46.2% | $6,400-41.5% |
| Admin fee / account holder | $9,186 | $8,373+9.7% | $6,732+36.5% | $11,427-19.6% |