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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 | $90,726 | $138,076-34.3% | $123,553-26.6% | $135,380-33.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.53% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $54 | $5,152-99.0% | $4,628-98.8% | $4,779-98.9% |
| Participant deferral / active EE | $3,685 | $6,800-45.8% | $6,426-42.7% | $5,609-34.3% |
| Admin fee / account holder | $1,853 | $10,917-83.0% | $9,284-80.0% | $10,828-82.9% |