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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 | $30,870 | $138,102-77.6% | $125,381-75.4% | $134,532-77.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.89% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,940 | $7,801+27.4% | $7,448+33.5% | $6,401+55.3% |
| Admin fee / account holder | $8,361 | $11,568-27.7% | $10,007-16.4% | $11,429-26.8% |