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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 | $51,581 | $135,645-62.0% | $110,243-53.2% | $135,380-61.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.09% | 513.24%-519.3pp | 314.76%-320.8pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,776 | $5,507+41.2% | $4,672+66.4% | $5,609+38.6% |
| Admin fee / account holder | $12,644 | $11,458+10.3% | $8,548+47.9% | $10,828+16.8% |