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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 | $149,749 | $138,078+8.5% | $125,363+19.5% | $134,509+11.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.76% | 750.49%-767.2pp | 572.15%-588.9pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,941 | $7,800-11.0% | $7,447-6.8% | $6,400+8.5% |
| Admin fee / account holder | $2,158 | $11,566-81.3% | $10,005-78.4% | $11,427-81.1% |