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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 | $90,316 | $160,059-43.6% | $140,019-35.5% | $135,380-33.3% |
| Participation rate | 77.3% | 88.5%-11.3pp | 87.5%-10.2pp | 82.6%-5.4pp |
| Annual return | -4.00% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,936 | $7,641-61.6% | $6,927-57.6% | $5,609-47.6% |
| Admin fee / account holder | $10,233 | $13,328-23.2% | $10,705-4.4% | $10,828-5.5% |