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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 | $30,537 | $138,078-77.9% | $125,363-75.6% | $134,509-77.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.85% | 750.49%-761.3pp | 572.15%-583.0pp | 418.13%-429.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,405 | $7,800-43.5% | $7,447-40.9% | $6,400-31.2% |
| Admin fee / account holder | $1,038 | $11,566-91.0% | $10,005-89.6% | $11,427-90.9% |