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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 | $54,165 | $131,835-58.9% | $108,582-50.1% | $273,972-80.2% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 3.46% | -91.57%+95.0pp | -51.70%+55.2pp | 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 | $2,179 | $5,127-57.5% | $4,311-49.4% | $5,287-58.8% |
| Admin fee / account holder | $1,846 | $10,253-82.0% | $7,645-75.8% | $10,133-81.8% |