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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 | $177,208 | $138,102+28.3% | $125,381+41.3% | $134,532+31.7% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -3.58% | 750.73%-754.3pp | 572.31%-575.9pp | 418.27%-421.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,094 | $7,801-34.7% | $7,448-31.6% | $6,401-20.4% |
| Admin fee / account holder | $4,812 | $11,568-58.4% | $10,007-51.9% | $11,429-57.9% |