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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 | $94,503 | $138,075-31.6% | $123,552-23.5% | $135,379-30.2% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.25% | 153.70%-159.9pp | 119.20%-125.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,910 | $6,800+31.0% | $6,426+38.7% | $5,609+58.8% |
| Admin fee / account holder | $4,245 | $10,917-61.1% | $9,285-54.3% | $10,828-60.8% |