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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 | $208,452 | $138,078+51.0% | $125,363+66.3% | $134,509+55.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.65% | 750.49%-765.1pp | 572.15%-586.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,092 | $7,800+157.6% | $7,447+169.8% | $6,400+213.9% |
| Admin fee / account holder | $152,588 | $11,566+1219.3% | $10,005+1425.1% | $11,427+1235.4% |