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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 | $41,357 | $167,323-75.3% | $143,770-71.2% | $134,493-69.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.04%-18.4pp | 418.01%-436.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,154 | $6,446-51.1% | $5,638-44.1% | $6,400-50.7% |
| Admin fee / account holder | $9,631 | $18,088-46.8% | $14,673-34.4% | $11,425-15.7% |