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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 | $50,665 | $86,705-41.6% | $73,309-30.9% | $125,393-59.6% |
| Participation rate | 76.5% | 78.6%-2.1pp | 74.9%+1.6pp | 83.2%-6.7pp |
| Annual return | -3.49% | 2.78%-6.3pp | 5.67%-9.2pp | 282.23%-285.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,646 | $5,549+37.8% | $4,991+53.2% | $5,351+42.9% |
| Admin fee / account holder | $2,713 | $7,772-65.1% | $5,637-51.9% | $9,541-71.6% |