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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 | $84,233 | $100,811-16.4% | $86,698-2.8% | $134,545-37.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -19.13% | 29.11%-48.2pp | 35.96%-55.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,278 | $5,339-1.1% | $4,656+13.4% | $6,401-17.5% |
| Admin fee / account holder | $1,156 | $10,926-89.4% | $7,492-84.6% | $11,431-89.9% |