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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 | $77,610 | $180,459-57.0% | $154,108-49.6% | $135,380-42.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -5.25% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,098 | $6,035-81.8% | $5,298-79.3% | $4,779-77.0% |
| Participant deferral / active EE | $2,815 | $5,806-51.5% | $5,081-44.6% | $5,609-49.8% |
| Admin fee / account holder | $8,875 | $16,145-45.0% | $13,411-33.8% | $10,828-18.0% |