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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 | $41,088 | $131,835-68.8% | $108,582-62.2% | $273,972-85.0% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 5.04% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,737 | $5,127+11.9% | $4,311+33.1% | $5,287+8.5% |
| Admin fee / account holder | $66,594 | $10,253+549.5% | $7,645+771.1% | $10,133+557.2% |