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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 | $137,485 | $180,462-23.8% | $154,111-10.8% | $135,379+1.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.49% | 888.17%-890.7pp | 735.18%-737.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $1,201 | $6,036-80.1% | $5,298-77.3% | $4,779-74.9% |
| Participant deferral / active EE | $3,984 | $5,806-31.4% | $5,081-21.6% | $5,609-29.0% |
| Admin fee / account holder | $21,256 | $16,145+31.7% | $13,411+58.5% | $10,828+96.3% |