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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 | $92,781 | $158,827-41.6% | $121,208-23.5% | $135,382-31.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -6.20% | -0.64%-5.6pp | 16.93%-23.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $153 | $4,006-96.2% | $3,345-95.4% | $5,609-97.3% |
| Admin fee / account holder | $1,951 | $6,514-70.0% | $5,020-61.1% | $10,829-82.0% |