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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 | $176,919 | $138,114+28.1% | $125,391+41.1% | $134,545+31.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.52% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $959 | $5,246-81.7% | $4,816-80.1% | $4,742-79.8% |
| Participant deferral / active EE | $7,113 | $7,801-8.8% | $7,448-4.5% | $6,401+11.1% |
| Admin fee / account holder | $16,154 | $11,570+39.6% | $10,009+61.4% | $11,431+41.3% |