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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 | $140,642 | $135,639+3.7% | $110,241+27.6% | $135,382+3.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.24% | 513.21%-518.5pp | 314.75%-320.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,618 | $5,507+129.1% | $4,672+170.1% | $5,609+125.0% |
| Admin fee / account holder | $41,589 | $11,457+263.0% | $8,548+386.6% | $10,829+284.1% |