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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 | $65,287 | $167,352-61.0% | $143,788-54.6% | $134,509-51.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -5.48% | 0.47%-5.9pp | -0.03%-5.4pp | 418.13%-423.6pp |
| Employer contribution / active EE | $85 | $5,620-98.5% | $4,952-98.3% | $4,741-98.2% |
| Participant deferral / active EE | $3,501 | $6,447-45.7% | $5,638-37.9% | $6,400-45.3% |
| Admin fee / account holder | $4,343 | $18,091-76.0% | $14,675-70.4% | $11,427-62.0% |