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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 | $7,357 | $92,743-92.1% | $82,744-91.1% | $134,532-94.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -5.23% | 946.63%-951.9pp | 702.22%-707.4pp | 418.27%-423.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,085 | $4,802-14.9% | $4,395-7.1% | $6,401-36.2% |
| Admin fee / account holder | $501 | $5,977-91.6% | $5,325-90.6% | $11,429-95.6% |