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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 | $38,299 | $142,409-73.1% | $119,634-68.0% | $134,545-71.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.40% | -12.46%-4.9pp | -14.98%-2.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,951 | $6,468-23.5% | $5,601-11.6% | $6,401-22.7% |
| Admin fee / account holder | $320 | $13,594-97.6% | $10,329-96.9% | $11,431-97.2% |