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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 | $115,834 | $138,075-16.1% | $123,552-6.2% | $135,379-14.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.81% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,011 | $6,800+32.5% | $6,426+40.2% | $5,609+60.6% |
| Admin fee / account holder | $46,006 | $10,917+321.4% | $9,285+395.5% | $10,828+324.9% |