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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 | $69,505 | $131,835-47.3% | $108,582-36.0% | $273,972-74.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 5.98% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,565 | $5,127-50.0% | $4,311-40.5% | $5,287-51.5% |
| Admin fee / account holder | $325 | $10,253-96.8% | $7,645-95.7% | $10,133-96.8% |