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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 | $156,376 | $138,102+13.2% | $125,381+24.7% | $134,532+16.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.25% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,656 | $7,801-53.1% | $7,448-50.9% | $6,401-42.9% |
| Admin fee / account holder | $5,111 | $11,568-55.8% | $10,007-48.9% | $11,429-55.3% |