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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 | $142,409-45.8% | $119,634-35.4% | $134,545-42.6% |
| 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 | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,593 | $6,468-13.5% | $5,601-0.1% | $6,401-12.6% |
| Admin fee / account holder | $577 | $13,594-95.8% | $10,329-94.4% | $11,431-95.0% |