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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 | $119,108 | $138,076-13.7% | $123,553-3.6% | $135,380-12.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.08% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $848 | $5,152-83.5% | $4,628-81.7% | $4,779-82.3% |
| Participant deferral / active EE | $5,959 | $6,800-12.4% | $6,426-7.3% | $5,609+6.2% |
| Admin fee / account holder | $24,434 | $10,917+123.8% | $9,284+163.2% | $10,828+125.7% |