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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 | $67,989 | $138,076-50.8% | $123,553-45.0% | $135,380-49.8% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -4.48% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,499 | $6,800+10.3% | $6,426+16.7% | $5,609+33.7% |
| Admin fee / account holder | $1,277 | $10,917-88.3% | $9,284-86.2% | $10,828-88.2% |