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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 | $88,812 | $142,392-37.6% | $119,622-25.8% | $134,532-34.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,053 | $6,467+24.5% | $5,601+43.8% | $6,401+25.8% |
| Admin fee / account holder | $6,033 | $13,593-55.6% | $10,328-41.6% | $11,429-47.2% |