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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 | $45,749 | $138,102-66.9% | $125,381-63.5% | $134,532-66.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -10.12% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,812 | $7,801-25.5% | $7,448-22.0% | $6,401-9.2% |
| Admin fee / account holder | $24,897 | $11,568+115.2% | $10,007+148.8% | $11,429+117.8% |