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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 | $94,995 | $138,102-31.2% | $125,381-24.2% | $134,532-29.4% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.53% | 750.73%-768.3pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,740 | $7,801+37.7% | $7,448+44.2% | $6,401+67.8% |
| Admin fee / account holder | $539 | $11,568-95.3% | $10,007-94.6% | $11,429-95.3% |