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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 | $143,637 | $138,075+4.0% | $123,552+16.3% | $135,379+6.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.38% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,831 | $6,800+29.9% | $6,426+37.4% | $5,609+57.4% |
| Admin fee / account holder | $43,385 | $10,917+297.4% | $9,285+367.3% | $10,828+300.7% |