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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 | $64,706 | $138,102-53.1% | $125,381-48.4% | $134,532-51.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -17.12% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $452 | $5,245-91.4% | $4,815-90.6% | $4,741-90.5% |
| Participant deferral / active EE | $2,642 | $7,801-66.1% | $7,448-64.5% | $6,401-58.7% |
| Admin fee / account holder | $2,195 | $11,568-81.0% | $10,007-78.1% | $11,429-80.8% |