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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 | $80,803 | $135,645-40.4% | $110,243-26.7% | $135,380-40.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.97% | 513.24%-517.2pp | 314.76%-318.7pp | 519.81%-523.8pp |
| Employer contribution / active EE | $687 | $4,907-86.0% | $3,827-82.1% | $4,779-85.6% |
| Participant deferral / active EE | $2,402 | $5,507-56.4% | $4,672-48.6% | $5,609-57.2% |
| Admin fee / account holder | $794 | $11,458-93.1% | $8,548-90.7% | $10,828-92.7% |