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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 | $169,658 | $138,078+22.9% | $125,363+35.3% | $134,509+26.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.79% | 750.49%-762.3pp | 572.15%-583.9pp | 418.13%-429.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,454 | $7,800+8.4% | $7,447+13.5% | $6,400+32.1% |
| Admin fee / account holder | $7,813 | $11,566-32.4% | $10,005-21.9% | $11,427-31.6% |