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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 | $79,468 | $138,072-42.4% | $123,549-35.7% | $135,382-41.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.25% | 153.69%-161.9pp | 119.20%-127.5pp | 519.77%-528.0pp |
| Employer contribution / active EE | $336 | $5,152-93.5% | $4,628-92.7% | $4,779-93.0% |
| Participant deferral / active EE | $2,848 | $6,799-58.1% | $6,426-55.7% | $5,609-49.2% |
| Admin fee / account holder | $8,058 | $10,917-26.2% | $9,284-13.2% | $10,829-25.6% |