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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 | $167,553 | $167,353+0.1% | $143,797+16.5% | $134,545+24.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -8.65% | 0.48%-9.1pp | -0.04%-8.6pp | 418.37%-427.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,167 | $6,447+57.7% | $5,638+80.3% | $6,401+58.8% |
| Admin fee / account holder | $1,843 | $18,096-89.8% | $14,679-87.4% | $11,431-83.9% |