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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 | $100,487 | $160,059-37.2% | $140,019-28.2% | $135,379-25.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -4.05% | 911.44%-915.5pp | 651.15%-655.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $1,183 | $6,420-81.6% | $5,605-78.9% | $4,779-75.2% |
| Participant deferral / active EE | $7,523 | $7,641-1.5% | $6,927+8.6% | $5,609+34.1% |
| Admin fee / account holder | $23,813 | $13,328+78.7% | $10,705+122.4% | $10,828+119.9% |