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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 | $29,112 | $105,867-72.5% | $90,760-67.9% | $134,532-78.4% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -18.80% | -10.99%-7.8pp | -12.16%-6.6pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,877 | $5,217-64.0% | $4,565-58.9% | $6,401-70.7% |
| Admin fee / account holder | $4,465 | $13,936-68.0% | $8,444-47.1% | $11,429-60.9% |