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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 | $23,491 | $138,114-83.0% | $125,391-81.3% | $134,545-82.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.99% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $478 | $5,246-90.9% | $4,816-90.1% | $4,742-89.9% |
| Participant deferral / active EE | $4,917 | $7,801-37.0% | $7,448-34.0% | $6,401-23.2% |
| Admin fee / account holder | $9,393 | $11,570-18.8% | $10,009-6.2% | $11,431-17.8% |