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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 | $181,663 | $160,059+13.5% | $140,019+29.7% | $135,380+34.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -7.25% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,645 | $7,641+39.3% | $6,927+53.7% | $5,609+89.8% |
| Admin fee / account holder | $17,112 | $13,328+28.4% | $10,705+59.8% | $10,828+58.0% |