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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 | $150,980 | $138,068+9.4% | $125,358+20.4% | $134,493+12.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -19.22% | 750.30%-769.5pp | 572.03%-591.3pp | 418.01%-437.2pp |
| Employer contribution / active EE | $468 | $5,244-91.1% | $4,814-90.3% | $4,740-90.1% |
| Participant deferral / active EE | $6,351 | $7,799-18.6% | $7,447-14.7% | $6,400-0.8% |
| Admin fee / account holder | $1,983 | $11,568-82.9% | $10,007-80.2% | $11,425-82.6% |