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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 | $21,136 | $138,114-84.7% | $125,391-83.1% | $134,545-84.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -11.37% | 750.88%-762.3pp | 572.41%-583.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,410 | $7,801-56.3% | $7,448-54.2% | $6,401-46.7% |
| Admin fee / account holder | $14,198 | $11,570+22.7% | $10,009+41.9% | $11,431+24.2% |