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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 | $33,321 | $167,362-80.1% | $143,799-76.8% | $134,532-75.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.19% | 0.47%-15.7pp | -0.04%-15.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,360 | $6,447-32.4% | $5,638-22.7% | $6,401-31.9% |
| Admin fee / account holder | $781 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |