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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 | $161,142 | $138,076+16.7% | $123,553+30.4% | $135,380+19.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.08% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,085 | $6,800+4.2% | $6,426+10.2% | $5,609+26.3% |
| Admin fee / account holder | $56,716 | $10,917+419.5% | $9,284+510.9% | $10,828+423.8% |