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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 | $102,382 | $180,462-43.3% | $154,111-33.6% | $135,379-24.4% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -5.69% | 888.17%-893.9pp | 735.18%-740.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $362 | $6,036-94.0% | $5,298-93.2% | $4,779-92.4% |
| Participant deferral / active EE | $2,012 | $5,806-65.3% | $5,081-60.4% | $5,609-64.1% |
| Admin fee / account holder | $3,031 | $16,145-81.2% | $13,411-77.4% | $10,828-72.0% |