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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 | $137,449 | $138,114-0.5% | $125,391+9.6% | $134,545+2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.88%-768.1pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $381 | $5,246-92.7% | $4,816-92.1% | $4,742-92.0% |
| Participant deferral / active EE | $8,703 | $7,801+11.6% | $7,448+16.8% | $6,401+36.0% |
| Admin fee / account holder | $6,449 | $11,570-44.3% | $10,009-35.6% | $11,431-43.6% |