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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 | $76,391 | $160,059-52.3% | $140,019-45.4% | $135,379-43.6% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.5%-11.0pp | 82.6%-6.2pp |
| Annual return | -2.99% | 911.44%-914.4pp | 651.15%-654.1pp | 519.79%-522.8pp |
| Employer contribution / active EE | $1,238 | $6,420-80.7% | $5,605-77.9% | $4,779-74.1% |
| Participant deferral / active EE | $3,301 | $7,641-56.8% | $6,927-52.3% | $5,609-41.1% |
| Admin fee / account holder | $1,697 | $13,328-87.3% | $10,705-84.1% | $10,828-84.3% |