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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 | $29,336 | $167,353-82.5% | $143,797-79.6% | $134,545-78.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.27% | 0.48%-13.7pp | -0.04%-13.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,231 | $6,447-65.4% | $5,638-60.4% | $6,401-65.2% |
| Admin fee / account holder | $1,423 | $18,096-92.1% | $14,679-90.3% | $11,431-87.6% |