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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 | $66,696 | $167,353-60.1% | $143,797-53.6% | $134,545-50.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -12.41% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,522 | $6,447-45.4% | $5,638-37.5% | $6,401-45.0% |
| Admin fee / account holder | $6,797 | $18,096-62.4% | $14,679-53.7% | $11,431-40.5% |