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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 | $55,198 | $160,059-65.5% | $140,019-60.6% | $135,380-59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.43% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,323 | $7,641+166.0% | $6,927+193.4% | $5,609+262.3% |
| Admin fee / account holder | $16,105 | $13,328+20.8% | $10,705+50.4% | $10,828+48.7% |