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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 | $47,210 | $138,102-65.8% | $125,381-62.3% | $134,532-64.9% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.86% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,830 | $7,801+64.5% | $7,448+72.3% | $6,401+100.4% |
| Admin fee / account holder | $7,706 | $11,568-33.4% | $10,007-23.0% | $11,429-32.6% |