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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 | $109,225 | $138,076-20.9% | $123,553-11.6% | $135,380-19.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.99% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $803 | $5,152-84.4% | $4,628-82.7% | $4,779-83.2% |
| Participant deferral / active EE | $2,774 | $6,800-59.2% | $6,426-56.8% | $5,609-50.5% |
| Admin fee / account holder | $839 | $10,917-92.3% | $9,284-91.0% | $10,828-92.2% |