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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 | $157,050 | $138,076+13.7% | $123,553+27.1% | $135,380+16.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.21% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,004 | $6,800+17.7% | $6,426+24.6% | $5,609+42.7% |
| Admin fee / account holder | $33,698 | $10,917+208.7% | $9,284+262.9% | $10,828+211.2% |