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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 | $68,314 | $168,635-59.5% | $147,617-53.7% | $125,389-45.5% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.30% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,257 | $6,252-79.9% | $5,564-77.4% | $4,866-74.2% |
| Participant deferral / active EE | $4,937 | $5,507-10.3% | $4,895+0.9% | $5,352-7.7% |
| Admin fee / account holder | $4,109 | $13,580-69.7% | $11,612-64.6% | $9,541-56.9% |