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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 | $116,058 | $138,102-16.0% | $125,381-7.4% | $134,532-13.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.17% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,417 | $7,801+46.4% | $7,448+53.3% | $6,401+78.4% |
| Admin fee / account holder | $5,226 | $11,568-54.8% | $10,007-47.8% | $11,429-54.3% |