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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 | $137,256 | $138,068-0.6% | $125,358+9.5% | $134,493+2.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.62% | 750.30%-766.9pp | 572.03%-588.7pp | 418.01%-434.6pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,089 | $7,799+29.4% | $7,447+35.5% | $6,400+57.6% |
| Admin fee / account holder | $23,599 | $11,568+104.0% | $10,007+135.8% | $11,425+106.6% |