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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 | $45,356 | $138,078-67.2% | $125,363-63.8% | $134,509-66.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -12.92% | 750.49%-763.4pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,753 | $7,800+37.9% | $7,447+44.4% | $6,400+68.0% |
| Admin fee / account holder | $1,655 | $11,566-85.7% | $10,005-83.5% | $11,427-85.5% |