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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 | $63,971 | $158,817-59.7% | $121,205-47.2% | $135,377-52.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | -6.39% | -0.64%-5.7pp | 16.93%-23.3pp | 519.75%-526.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $240 | $4,005-94.0% | $3,345-92.8% | $5,609-95.7% |
| Admin fee / account holder | $802 | $6,512-87.7% | $5,020-84.0% | $10,828-92.6% |