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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 | $77,363 | $138,114-44.0% | $125,391-38.3% | $134,545-42.5% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -15.95% | 750.88%-766.8pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $786 | $5,246-85.0% | $4,816-83.7% | $4,742-83.4% |
| Participant deferral / active EE | $10,617 | $7,801+36.1% | $7,448+42.5% | $6,401+65.9% |
| Admin fee / account holder | $1,303 | $11,570-88.7% | $10,009-87.0% | $11,431-88.6% |