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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 | $104,843 | $160,059-34.5% | $140,019-25.1% | $135,380-22.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -8.49% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,029 | $7,641+44.3% | $6,927+59.2% | $5,609+96.6% |
| Admin fee / account holder | $622 | $13,328-95.3% | $10,705-94.2% | $10,828-94.3% |