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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 | $58,975 | $138,076-57.3% | $123,553-52.3% | $135,380-56.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.44% | 153.70%-161.1pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,726 | $6,800-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $2,629 | $10,917-75.9% | $9,284-71.7% | $10,828-75.7% |