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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 | $67,252 | $131,835-49.0% | $108,582-38.1% | $273,972-75.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 3.45% | -91.57%+95.0pp | -51.70%+55.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,235 | $5,127-36.9% | $4,311-25.0% | $5,287-38.8% |
| Admin fee / account holder | $1,830 | $10,253-82.2% | $7,645-76.1% | $10,133-81.9% |