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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 | $88,107 | $135,645-35.0% | $110,243-20.1% | $135,380-34.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -2.96% | 513.24%-516.2pp | 314.76%-317.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $250 | $4,907-94.9% | $3,827-93.5% | $4,779-94.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,515 | $11,458-78.0% | $8,548-70.6% | $10,828-76.8% |