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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 | $35,932 | $167,352-78.5% | $143,788-75.0% | $134,509-73.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.37% | 0.47%-13.8pp | -0.03%-13.3pp | 418.13%-431.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,744 | $6,447-57.4% | $5,638-51.3% | $6,400-57.1% |
| Admin fee / account holder | $326 | $18,091-98.2% | $14,675-97.8% | $11,427-97.1% |