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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 | $69,355 | $167,362-58.6% | $143,799-51.8% | $134,532-48.4% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.58% | 0.47%-18.1pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,136 | $5,620-79.8% | $4,952-77.1% | $4,741-76.0% |
| Participant deferral / active EE | $2,991 | $6,447-53.6% | $5,638-47.0% | $6,401-53.3% |
| Admin fee / account holder | $956 | $18,094-94.7% | $14,677-93.5% | $11,429-91.6% |