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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 | $63,143 | $138,075-54.3% | $123,552-48.9% | $135,379-53.4% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -3.00% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,851 | $6,800+147.8% | $6,426+162.2% | $5,609+200.4% |
| Admin fee / account holder | $50,793 | $10,917+365.3% | $9,285+447.1% | $10,828+369.1% |