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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 | $70,253 | $99,668-29.5% | $86,451-18.7% | $134,545-47.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.26% | 6789.61%-6804.9pp | 4398.51%-4413.8pp | 418.37%-433.6pp |
| Employer contribution / active EE | $551 | $4,403-87.5% | $3,770-85.4% | $4,742-88.4% |
| Participant deferral / active EE | $2,421 | $7,249-66.6% | $6,953-65.2% | $6,401-62.2% |
| Admin fee / account holder | $466 | $8,377-94.4% | $6,734-93.1% | $11,431-95.9% |