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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 | $123,179 | $160,059-23.0% | $140,019-12.0% | $135,379-9.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.54% | 911.44%-917.0pp | 651.15%-656.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,885 | $7,641+3.2% | $6,927+13.8% | $5,609+40.6% |
| Admin fee / account holder | $2,729 | $13,328-79.5% | $10,705-74.5% | $10,828-74.8% |