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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 | $84,666 | $167,362-49.4% | $143,799-41.1% | $134,532-37.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.29% | 0.47%-19.8pp | -0.04%-19.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,000 | $6,447+24.1% | $5,638+41.9% | $6,401+25.0% |
| Admin fee / account holder | $713 | $18,094-96.1% | $14,677-95.1% | $11,429-93.8% |