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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 | $32,391 | $167,362-80.6% | $143,799-77.5% | $134,532-75.9% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -9.52% | 0.47%-10.0pp | -0.04%-9.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,912 | $6,447-54.8% | $5,638-48.4% | $6,401-54.5% |
| Admin fee / account holder | $1,965 | $18,094-89.1% | $14,677-86.6% | $11,429-82.8% |