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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 | $14,980 | $138,102-89.2% | $125,381-88.1% | $134,532-88.9% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -19.63% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,653 | $7,801+10.9% | $7,448+16.2% | $6,401+35.2% |
| Admin fee / account holder | $1,472 | $11,568-87.3% | $10,007-85.3% | $11,429-87.1% |