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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 | $59,047 | $135,645-56.5% | $110,243-46.4% | $135,380-56.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.67% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,972 | $5,507-27.9% | $4,672-15.0% | $5,609-29.2% |
| Admin fee / account holder | $1,123 | $11,458-90.2% | $8,548-86.9% | $10,828-89.6% |