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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 | $76,150 | $95,915-20.6% | $79,580-4.3% | $134,532-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.25% | -2.71%-13.5pp | 0.15%-16.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,141 | $4,693-11.8% | $3,985+3.9% | $6,401-35.3% |
| Admin fee / account holder | $17,993 | $9,132+97.0% | $6,835+163.2% | $11,429+57.4% |