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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 | $40,672 | $67,396-39.7% | $60,919-33.2% | $134,545-69.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.1%-0.4pp | 81.2%-8.5pp |
| Annual return | -15.05% | 50.12%-65.2pp | 16.96%-32.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,977 | $4,534+9.8% | $3,814+30.5% | $6,401-22.2% |
| Admin fee / account holder | $4,876 | $4,590+6.2% | $3,228+51.1% | $11,431-57.3% |