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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 | $42,391 | $167,504-74.7% | $151,628-72.0% | $134,509-68.5% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -20.37% | 7.81%-28.2pp | 3.34%-23.7pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,690 | $8,985-14.4% | $8,363-8.1% | $6,400+20.1% |
| Admin fee / account holder | $4,530 | $13,779-67.1% | $11,613-61.0% | $11,427-60.4% |