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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 | $89,614 | $180,462-50.3% | $154,111-41.9% | $135,379-33.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.52% | 888.17%-895.7pp | 735.18%-742.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,851 | $5,806+0.8% | $5,081+15.2% | $5,609+4.3% |
| Admin fee / account holder | $14,031 | $16,145-13.1% | $13,411+4.6% | $10,828+29.6% |