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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 | $125,287 | $138,075-9.3% | $123,552+1.4% | $135,379-7.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -1.74% | 153.70%-155.4pp | 119.20%-120.9pp | 519.79%-521.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,534 | $6,800-48.0% | $6,426-45.0% | $5,609-37.0% |
| Admin fee / account holder | $22,856 | $10,917+109.4% | $9,285+146.2% | $10,828+111.1% |