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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 | $50,953 | $134,001-62.0% | $112,258-54.6% | $134,509-62.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -14.01% | 47.15%-61.2pp | 27.47%-41.5pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,946 | $5,291-44.3% | $4,728-37.7% | $6,400-54.0% |
| Admin fee / account holder | $1,109 | $7,491-85.2% | $6,411-82.7% | $11,427-90.3% |