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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 | $79,061 | $138,075-42.7% | $123,552-36.0% | $135,379-41.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.65% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,747 | $6,800-15.5% | $6,426-10.6% | $5,609+2.5% |
| Admin fee / account holder | $2,464 | $10,917-77.4% | $9,285-73.5% | $10,828-77.2% |