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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 | $112,577 | $160,059-29.7% | $140,019-19.6% | $135,380-16.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -0.55% | 911.48%-912.0pp | 651.17%-651.7pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,381 | $7,641-42.7% | $6,927-36.8% | $5,609-21.9% |
| Admin fee / account holder | $7,995 | $13,328-40.0% | $10,705-25.3% | $10,828-26.2% |