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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 | $80,453 | $138,075-41.7% | $123,552-34.9% | $135,379-40.6% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -8.42% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,575 | $6,800-18.0% | $6,426-13.2% | $5,609-0.6% |
| Admin fee / account holder | $1,465 | $10,917-86.6% | $9,285-84.2% | $10,828-86.5% |