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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 | $140,427 | $211,946-33.7% | $169,452-17.1% | $135,380+3.7% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -8.03% | 3.26%-11.3pp | 1.83%-9.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,582 | $6,075-24.6% | $5,277-13.2% | $5,609-18.3% |
| Admin fee / account holder | $2,152 | $11,472-81.2% | $9,110-76.4% | $10,828-80.1% |