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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 | $94,103 | $167,353-43.8% | $143,797-34.6% | $134,545-30.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.05% | 0.48%-11.5pp | -0.04%-11.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,836 | $6,447+52.6% | $5,638+74.4% | $6,401+53.7% |
| Admin fee / account holder | $532 | $18,096-97.1% | $14,679-96.4% | $11,431-95.3% |