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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 | $28,122 | $138,072-79.6% | $123,549-77.2% | $135,382-79.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.03% | 153.69%-161.7pp | 119.20%-127.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,685 | $6,799-31.1% | $6,426-27.1% | $5,609-16.5% |
| Admin fee / account holder | $821 | $10,917-92.5% | $9,284-91.2% | $10,829-92.4% |