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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 | $87,758 | $105,861-17.1% | $90,756-3.3% | $134,509-34.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -18.42% | -10.99%-7.4pp | -12.16%-6.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,979 | $5,217-62.1% | $4,565-56.6% | $6,400-69.1% |
| Admin fee / account holder | $2,430 | $13,938-82.6% | $8,445-71.2% | $11,427-78.7% |