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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 | $137,681 | $99,668+38.1% | $86,451+59.3% | $134,545+2.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -11.94% | 6789.61%-6801.5pp | 4398.51%-4410.4pp | 418.37%-430.3pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,020 | $7,249-17.0% | $6,953-13.4% | $6,401-6.0% |
| Admin fee / account holder | $12,314 | $8,377+47.0% | $6,734+82.9% | $11,431+7.7% |