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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 | $159,974 | $135,645+17.9% | $110,243+45.1% | $135,380+18.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.23% | 513.24%-517.5pp | 314.76%-319.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,841 | $5,507+24.2% | $4,672+46.4% | $5,609+22.0% |
| Admin fee / account holder | $49,399 | $11,458+331.1% | $8,548+477.9% | $10,828+356.2% |