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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 | $28,468 | $138,076-79.4% | $123,553-77.0% | $135,380-79.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -8.56% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $832 | $5,152-83.8% | $4,628-82.0% | $4,779-82.6% |
| Participant deferral / active EE | $4,232 | $6,800-37.8% | $6,426-34.1% | $5,609-24.6% |
| Admin fee / account holder | $2,838 | $10,917-74.0% | $9,284-69.4% | $10,828-73.8% |