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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 | $105,269 | $138,076-23.8% | $123,553-14.8% | $135,380-22.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,198 | $6,800+5.9% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $3,890 | $10,917-64.4% | $9,284-58.1% | $10,828-64.1% |