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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 | $180,262 | $138,114+30.5% | $125,391+43.8% | $134,545+34.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.54% | 750.88%-765.4pp | 572.41%-587.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,771 | $7,801-26.0% | $7,448-22.5% | $6,401-9.8% |
| Admin fee / account holder | $15,804 | $11,570+36.6% | $10,009+57.9% | $11,431+38.3% |