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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 | $165,691 | $138,078+20.0% | $125,363+32.2% | $134,509+23.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.66% | 750.49%-768.1pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,669 | $7,800+24.0% | $7,447+29.8% | $6,400+51.1% |
| Admin fee / account holder | $3,469 | $11,566-70.0% | $10,005-65.3% | $11,427-69.6% |