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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 | $58,861 | $138,072-57.4% | $123,549-52.4% | $135,382-56.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.89% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,611 | $6,799-2.8% | $6,426+2.9% | $5,609+17.9% |
| Admin fee / account holder | $3,983 | $10,917-63.5% | $9,284-57.1% | $10,829-63.2% |