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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 | $50,690 | $135,645-62.6% | $110,243-54.0% | $135,379-62.6% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -7.98% | 513.24%-521.2pp | 314.76%-322.7pp | 519.79%-527.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,798 | $5,507+23.4% | $4,672+45.5% | $5,609+21.2% |
| Admin fee / account holder | $383 | $11,458-96.7% | $8,548-95.5% | $10,828-96.5% |