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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 | $104,118 | $160,059-35.0% | $140,019-25.6% | $135,380-23.1% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -3.82% | 911.48%-915.3pp | 651.17%-655.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,987 | $7,641+43.8% | $6,927+58.6% | $5,609+95.9% |
| Admin fee / account holder | $4,856 | $13,328-63.6% | $10,705-54.6% | $10,828-55.2% |