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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 | $132,316 | $92,743+42.7% | $82,744+59.9% | $134,532-1.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -16.82% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,210 | $4,802+91.8% | $4,395+109.6% | $6,401+43.9% |
| Admin fee / account holder | $5,964 | $5,977-0.2% | $5,325+12.0% | $11,429-47.8% |