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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 | $125,642 | $180,462-30.4% | $154,111-18.5% | $135,379-7.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.65% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $545 | $6,036-91.0% | $5,298-89.7% | $4,779-88.6% |
| Participant deferral / active EE | $3,021 | $5,806-48.0% | $5,081-40.5% | $5,609-46.1% |
| Admin fee / account holder | $34,288 | $16,145+112.4% | $13,411+155.7% | $10,828+216.7% |