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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 | $85,047 | $190,916-55.5% | $160,037-46.9% | $134,545-36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.73% | 552.79%-569.5pp | 408.95%-425.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,833 | $6,925+27.6% | $6,184+42.8% | $6,401+38.0% |
| Admin fee / account holder | $468 | $10,497-95.5% | $8,716-94.6% | $11,431-95.9% |