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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 | $70,334 | $167,362-58.0% | $143,799-51.1% | $134,532-47.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -16.12% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $823 | $5,620-85.3% | $4,952-83.4% | $4,741-82.6% |
| Participant deferral / active EE | $2,330 | $6,447-63.9% | $5,638-58.7% | $6,401-63.6% |
| Admin fee / account holder | $1,193 | $18,094-93.4% | $14,677-91.9% | $11,429-89.6% |