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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 | $180,316 | $138,072+30.6% | $123,549+45.9% | $135,382+33.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.39% | 153.69%-161.1pp | 119.20%-126.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,714 | $6,799-1.3% | $6,426+4.5% | $5,609+19.7% |
| Admin fee / account holder | $772 | $10,917-92.9% | $9,284-91.7% | $10,829-92.9% |