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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 | $85,853 | $211,946-59.5% | $169,452-49.3% | $135,380-36.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -8.70% | 3.26%-12.0pp | 1.83%-10.5pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,457 | $6,075+105.0% | $5,277+136.1% | $5,609+122.1% |
| Admin fee / account holder | $1,529 | $11,472-86.7% | $9,110-83.2% | $10,828-85.9% |