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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 | $159,794 | $152,542+4.8% | $117,498+36.0% | $134,509+18.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.60% | 53.02%-71.6pp | 29.75%-48.4pp | 418.13%-436.7pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,757 | $4,819+123.2% | $4,071+164.2% | $6,400+68.1% |
| Admin fee / account holder | $1,257 | $7,006-82.1% | $5,646-77.7% | $11,427-89.0% |