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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 | $52,725 | $138,114-61.8% | $125,391-58.0% | $134,545-60.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $866 | $5,246-83.5% | $4,816-82.0% | $4,742-81.7% |
| Participant deferral / active EE | $7,227 | $7,801-7.4% | $7,448-3.0% | $6,401+12.9% |
| Admin fee / account holder | $938 | $11,570-91.9% | $10,009-90.6% | $11,431-91.8% |