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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 | $70,267 | $138,102-49.1% | $125,381-44.0% | $134,532-47.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -13.15% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,391 | $7,801-18.1% | $7,448-14.2% | $6,401-0.2% |
| Admin fee / account holder | $1,367 | $11,568-88.2% | $10,007-86.3% | $11,429-88.0% |