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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 | $108,751 | $160,059-32.1% | $140,019-22.3% | $135,379-19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.44% | 911.44%-912.9pp | 651.15%-652.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,902 | $7,641-9.7% | $6,927-0.4% | $5,609+23.1% |
| Admin fee / account holder | $757 | $13,328-94.3% | $10,705-92.9% | $10,828-93.0% |