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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 | $83,609 | $87,546-4.5% | $75,784+10.3% | $125,389-33.3% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -2.85% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,247 | $4,230+0.4% | $3,652+16.3% | $5,352-20.6% |
| Admin fee / account holder | $27,777 | $6,503+327.2% | $5,300+424.1% | $9,541+191.1% |