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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 | $111,988 | $160,059-30.0% | $140,019-20.0% | $135,382-17.3% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -4.70% | 911.44%-916.1pp | 651.15%-655.8pp | 519.77%-524.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,303 | $7,641-56.8% | $6,927-52.3% | $5,609-41.1% |
| Admin fee / account holder | $3,808 | $13,328-71.4% | $10,705-64.4% | $10,829-64.8% |