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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 | $47,162 | $138,076-65.8% | $123,553-61.8% | $135,380-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.48% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $811 | $5,152-84.3% | $4,628-82.5% | $4,779-83.0% |
| Participant deferral / active EE | $3,815 | $6,800-43.9% | $6,426-40.6% | $5,609-32.0% |
| Admin fee / account holder | $13,509 | $10,917+23.7% | $9,284+45.5% | $10,828+24.8% |