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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 | $86,568 | $142,392-39.2% | $119,622-27.6% | $134,532-35.7% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -18.99% | -12.46%-6.5pp | -14.98%-4.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,587 | $6,467-44.5% | $5,601-36.0% | $6,401-44.0% |
| Admin fee / account holder | $1,167 | $13,593-91.4% | $10,328-88.7% | $11,429-89.8% |