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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 | $68,805 | $197,819-65.2% | $155,789-55.8% | $125,389-45.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -0.42% | 86.73%-87.1pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,023 | $5,631+24.7% | $4,798+46.4% | $5,352+31.2% |
| Admin fee / account holder | $10,736 | $9,544+12.5% | $7,477+43.6% | $9,541+12.5% |