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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 | $53,697 | $138,072-61.1% | $123,549-56.5% | $135,382-60.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -1.85% | 153.69%-155.5pp | 119.20%-121.0pp | 519.77%-521.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,914 | $6,799-27.7% | $6,426-23.5% | $5,609-12.4% |
| Admin fee / account holder | $87,559 | $10,917+702.1% | $9,284+843.1% | $10,829+708.6% |