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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 | $119,760 | $97,732+22.5% | $83,831+42.9% | $135,380-11.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.05% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,647 | $4,683+42.0% | $4,082+62.8% | $5,609+18.5% |
| Admin fee / account holder | $5,371 | $6,675-19.5% | $5,479-2.0% | $10,828-50.4% |