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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 | $87,641 | $138,076-36.5% | $123,553-29.1% | $135,380-35.3% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -5.65% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $566 | $5,152-89.0% | $4,628-87.8% | $4,779-88.2% |
| Participant deferral / active EE | $5,850 | $6,800-14.0% | $6,426-9.0% | $5,609+4.3% |
| Admin fee / account holder | $20,570 | $10,917+88.4% | $9,284+121.6% | $10,828+90.0% |