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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 | $80,628 | $138,102-41.6% | $125,381-35.7% | $134,532-40.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.08% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $926 | $5,245-82.3% | $4,815-80.8% | $4,741-80.5% |
| Participant deferral / active EE | $7,736 | $7,801-0.8% | $7,448+3.9% | $6,401+20.9% |
| Admin fee / account holder | $3,194 | $11,568-72.4% | $10,007-68.1% | $11,429-72.1% |