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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 | $18,326 | $190,879-90.4% | $160,009-88.5% | $134,532-86.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -14.89% | 552.63%-567.5pp | 408.85%-423.7pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,519 | $6,924-78.1% | $6,183-75.4% | $6,401-76.3% |
| Admin fee / account holder | $1,619 | $10,495-84.6% | $8,715-81.4% | $11,429-85.8% |