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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 | $76,623 | $138,078-44.5% | $125,363-38.9% | $134,509-43.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -15.09% | 750.49%-765.6pp | 572.15%-587.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,717 | $7,800-52.3% | $7,447-50.1% | $6,400-41.9% |
| Admin fee / account holder | $314 | $11,566-97.3% | $10,005-96.9% | $11,427-97.3% |