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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 | $79,077 | $138,076-42.7% | $123,553-36.0% | $135,380-41.6% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -4.95% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,964 | $6,800-56.4% | $6,426-53.9% | $5,609-47.2% |
| Admin fee / account holder | $2,438 | $10,917-77.7% | $9,284-73.7% | $10,828-77.5% |