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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 | $76,450 | $138,072-44.6% | $123,549-38.1% | $135,382-43.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -6.14% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,878 | $6,799+118.8% | $6,426+131.5% | $5,609+165.3% |
| Admin fee / account holder | $4,731 | $10,917-56.7% | $9,284-49.0% | $10,829-56.3% |