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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 | $35,482 | $167,362-78.8% | $143,799-75.3% | $134,532-73.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -15.13% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,708 | $6,447-42.5% | $5,638-34.2% | $6,401-42.1% |
| Admin fee / account holder | $3,144 | $18,094-82.6% | $14,677-78.6% | $11,429-72.5% |