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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 | $135,533 | $160,059-15.3% | $140,019-3.2% | $135,382+0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.77% | 911.44%-920.2pp | 651.15%-659.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,500 | $7,641+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $11,837 | $13,328-11.2% | $10,705+10.6% | $10,829+9.3% |