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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 | $25,867 | $133,981-80.7% | $112,249-77.0% | $134,532-80.8% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -12.94% | 47.16%-60.1pp | 27.48%-40.4pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,714 | $5,292-48.7% | $4,729-42.6% | $6,401-57.6% |
| Admin fee / account holder | $3,708 | $7,492-50.5% | $6,412-42.2% | $11,429-67.6% |