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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 | $92,649 | $142,392-34.9% | $119,622-22.5% | $134,532-31.1% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -15.03% | -12.46%-2.6pp | -14.98%-0.1pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,112 | $6,467-51.9% | $5,601-44.4% | $6,401-51.4% |
| Admin fee / account holder | $521 | $13,593-96.2% | $10,328-95.0% | $11,429-95.4% |