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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 | $67,211 | $138,072-51.3% | $123,549-45.6% | $135,382-50.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 0.11% | 153.69%-153.6pp | 119.20%-119.1pp | 519.77%-519.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,332 | $6,799-6.9% | $6,426-1.5% | $5,609+12.9% |
| Admin fee / account holder | $1,105 | $10,917-89.9% | $9,284-88.1% | $10,829-89.8% |