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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 | $239,055 | $190,916+25.2% | $160,037+49.4% | $134,545+77.7% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.0%-1.8pp | 81.2%-5.0pp |
| Annual return | -19.08% | 552.79%-571.9pp | 408.95%-428.0pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,595 | $6,925+53.0% | $6,184+71.3% | $6,401+65.5% |
| Admin fee / account holder | $7,406 | $10,497-29.4% | $8,716-15.0% | $11,431-35.2% |