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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 | $43,455 | $197,819-78.0% | $155,789-72.1% | $125,389-65.3% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -0.66% | 86.73%-87.4pp | 71.54%-72.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,630 | $5,631-17.8% | $4,798-3.5% | $5,352-13.5% |
| Admin fee / account holder | $6,169 | $9,544-35.4% | $7,477-17.5% | $9,541-35.3% |