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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 | $133,653 | $138,078-3.2% | $125,363+6.6% | $134,509-0.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -7.52% | 750.49%-758.0pp | 572.15%-579.7pp | 418.13%-425.7pp |
| Employer contribution / active EE | $533 | $5,245-89.8% | $4,815-88.9% | $4,741-88.7% |
| Participant deferral / active EE | $8,570 | $7,800+9.9% | $7,447+15.1% | $6,400+33.9% |
| Admin fee / account holder | $3,751 | $11,566-67.6% | $10,005-62.5% | $11,427-67.2% |