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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 | $26,188 | $142,392-81.6% | $119,622-78.1% | $134,532-80.5% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -18.72% | -12.46%-6.3pp | -14.98%-3.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,594 | $6,467-13.5% | $5,601-0.1% | $6,401-12.6% |
| Admin fee / account holder | $389 | $13,593-97.1% | $10,328-96.2% | $11,429-96.6% |