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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 | $114,367 | $167,362-31.7% | $143,799-20.5% | $134,532-15.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -11.40% | 0.47%-11.9pp | -0.04%-11.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,107 | $6,447-20.8% | $5,638-9.4% | $6,401-20.2% |
| Admin fee / account holder | $343 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |