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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 | $20,645 | $138,114-85.1% | $125,391-83.5% | $134,545-84.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.10% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $846 | $5,246-83.9% | $4,816-82.4% | $4,742-82.2% |
| Participant deferral / active EE | $3,072 | $7,801-60.6% | $7,448-58.8% | $6,401-52.0% |
| Admin fee / account holder | $1,209 | $11,570-89.5% | $10,009-87.9% | $11,431-89.4% |