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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 | $66,940 | $99,668-32.8% | $86,451-22.6% | $134,545-50.2% |
| Participation rate | 76.2% | 82.1%-5.9pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -13.35% | 6789.61%-6803.0pp | 4398.51%-4411.9pp | 418.37%-431.7pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,868 | $7,249-19.0% | $6,953-15.6% | $6,401-8.3% |
| Admin fee / account holder | $8,238 | $8,377-1.7% | $6,734+22.3% | $11,431-27.9% |