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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 | $50,590 | $160,059-68.4% | $140,019-63.9% | $135,379-62.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.12% | 911.44%-918.6pp | 651.15%-658.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,293 | $7,641-43.8% | $6,927-38.0% | $5,609-23.5% |
| Admin fee / account holder | $3,416 | $13,328-74.4% | $10,705-68.1% | $10,828-68.4% |