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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 | $90,785 | $167,533-45.8% | $151,645-40.1% | $134,545-32.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.11% | 7.81%-22.9pp | 3.34%-18.4pp | 418.37%-433.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,098 | $8,985-32.1% | $8,363-27.1% | $6,401-4.7% |
| Admin fee / account holder | $2,435 | $13,781-82.3% | $11,614-79.0% | $11,431-78.7% |