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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 | $44,678 | $105,867-57.8% | $90,760-50.8% | $134,532-66.8% |
| Participation rate | 77.8% | 78.3%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -16.34% | -10.99%-5.4pp | -12.16%-4.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,788 | $5,217-65.7% | $4,565-60.8% | $6,401-72.1% |
| Admin fee / account holder | $2,523 | $13,936-81.9% | $8,444-70.1% | $11,429-77.9% |