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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 | $79,527 | $82,324-3.4% | $68,803+15.6% | $134,545-40.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -19.35% | -2.17%-17.2pp | -6.37%-13.0pp | 418.37%-437.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,567 | $4,740-24.7% | $3,942-9.5% | $6,401-44.3% |
| Admin fee / account holder | $1,131 | $6,485-82.6% | $4,936-77.1% | $11,431-90.1% |