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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 | $91,037 | $160,059-43.1% | $140,019-35.0% | $135,380-32.8% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | -6.96% | 911.48%-918.4pp | 651.17%-658.1pp | 519.81%-526.8pp |
| Employer contribution / active EE | $174 | $6,420-97.3% | $5,605-96.9% | $4,779-96.4% |
| Participant deferral / active EE | $13,098 | $7,641+71.4% | $6,927+89.1% | $5,609+133.5% |
| Admin fee / account holder | $3,455 | $13,328-74.1% | $10,705-67.7% | $10,828-68.1% |