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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 | $89,747 | $138,102-35.0% | $125,381-28.4% | $134,532-33.3% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -20.36% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $11 | $5,245-99.8% | $4,815-99.8% | $4,741-99.8% |
| Participant deferral / active EE | $9,582 | $7,801+22.8% | $7,448+28.7% | $6,401+49.7% |
| Admin fee / account holder | $2,211 | $11,568-80.9% | $10,007-77.9% | $11,429-80.7% |