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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 | $77,246 | $142,358-45.7% | $119,615-35.4% | $134,493-42.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | -12.46%-5.8pp | -14.98%-3.3pp | 418.01%-436.3pp |
| Employer contribution / active EE | $0 | $5,223-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,593 | $6,470-13.6% | $5,602-0.2% | $6,400-12.6% |
| Admin fee / account holder | $577 | $13,585-95.8% | $10,324-94.4% | $11,425-95.0% |