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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 | $86,084 | $138,075-37.7% | $123,552-30.3% | $135,379-36.4% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -1.15% | 153.70%-154.9pp | 119.20%-120.4pp | 519.79%-520.9pp |
| Employer contribution / active EE | $446 | $5,152-91.3% | $4,628-90.4% | $4,779-90.7% |
| Participant deferral / active EE | $5,642 | $6,800-17.0% | $6,426-12.2% | $5,609+0.6% |
| Admin fee / account holder | $3,958 | $10,917-63.7% | $9,285-57.4% | $10,828-63.4% |