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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 | $86,255 | $160,059-46.1% | $140,019-38.4% | $135,380-36.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -3.52% | 911.48%-915.0pp | 651.17%-654.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,749 | $7,641-64.0% | $6,927-60.3% | $5,609-51.0% |
| Admin fee / account holder | $1,593 | $13,328-88.0% | $10,705-85.1% | $10,828-85.3% |