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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 | $63,591 | $138,078-53.9% | $125,363-49.3% | $134,509-52.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -11.76% | 750.49%-762.3pp | 572.15%-583.9pp | 418.13%-429.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,463 | $7,800+85.4% | $7,447+94.2% | $6,400+126.0% |
| Admin fee / account holder | $8,002 | $11,566-30.8% | $10,005-20.0% | $11,427-30.0% |