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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 | $19,379 | $97,020-80.0% | $83,327-76.7% | $135,380-85.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.57% | 12.31%-16.9pp | 10.64%-15.2pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,998 | $5,964-49.7% | $5,565-46.1% | $5,609-46.5% |
| Admin fee / account holder | $3,868 | $8,426-54.1% | $7,540-48.7% | $10,828-64.3% |