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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 | $109,236 | $82,630+32.2% | $64,105+70.4% | $125,389-12.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 68.2%+21.3pp | 83.2%+6.3pp |
| Annual return | -1.09% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $171 | $2,671-93.6% | $1,820-90.6% | $4,866-96.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,831 | $6,382+7.0% | $4,499+51.8% | $9,541-28.4% |