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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 | $78,534 | $138,078-43.1% | $125,363-37.4% | $134,509-41.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.94% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $551 | $5,245-89.5% | $4,815-88.5% | $4,741-88.4% |
| Participant deferral / active EE | $9,833 | $7,800+26.1% | $7,447+32.0% | $6,400+53.6% |
| Admin fee / account holder | $139,620 | $11,566+1107.2% | $10,005+1295.5% | $11,427+1121.9% |