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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 | $35,967 | $138,076-74.0% | $123,553-70.9% | $135,380-73.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.03% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $460 | $5,152-91.1% | $4,628-90.1% | $4,779-90.4% |
| Participant deferral / active EE | $4,804 | $6,800-29.4% | $6,426-25.2% | $5,609-14.4% |
| Admin fee / account holder | $3,468 | $10,917-68.2% | $9,284-62.6% | $10,828-68.0% |