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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 | $112,261 | $97,729+14.9% | $83,830+33.9% | $135,379-17.1% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -2.03% | 1287.52%-1289.5pp | 850.97%-853.0pp | 519.79%-521.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,400 | $4,683-48.7% | $4,082-41.2% | $5,609-57.2% |
| Admin fee / account holder | $638 | $6,674-90.4% | $5,479-88.4% | $10,828-94.1% |