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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 | $143,135 | $138,114+3.6% | $125,391+14.2% | $134,545+6.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.13% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $955 | $5,246-81.8% | $4,816-80.2% | $4,742-79.9% |
| Participant deferral / active EE | $3,126 | $7,801-59.9% | $7,448-58.0% | $6,401-51.2% |
| Admin fee / account holder | $53,928 | $11,570+366.1% | $10,009+438.8% | $11,431+371.8% |