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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 | $81,214 | $138,114-41.2% | $125,391-35.2% | $134,545-39.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.22% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,313 | $7,801+45.0% | $7,448+51.9% | $6,401+76.7% |
| Admin fee / account holder | $4,193 | $11,570-63.8% | $10,009-58.1% | $11,431-63.3% |