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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 | $67,727 | $82,674-18.1% | $125,381-46.0% | $68,486-1.1% |
| Participation rate | 73.8% | 75.1%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,261 | $6,111-13.9% | $7,448-29.4% | $4,028+30.6% |
| Admin fee / account holder | $1,190 | $6,277-81.0% | $10,007-88.1% | $5,404-78.0% |