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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 | $238,282 | $138,076+72.6% | $123,553+92.9% | $135,380+76.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.25% | 153.70%-159.9pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,945 | $6,800+119.8% | $6,426+132.6% | $5,609+166.4% |
| Admin fee / account holder | $1,094 | $10,917-90.0% | $9,284-88.2% | $10,828-89.9% |