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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 | $53,349 | $91,537-41.7% | $130,045-59.0% | $75,173-29.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.29% | -631.55%+647.8pp | -137.30%+153.6pp | 160.72%-144.4pp |
| Employer contribution / active EE | $519 | $2,845-81.8% | $4,321-88.0% | $2,671-80.6% |
| Participant deferral / active EE | $5,389 | $4,343+24.1% | $5,820-7.4% | $4,126+30.6% |
| Admin fee / account holder | $9,937 | $6,780+46.6% | $10,600-6.3% | $5,651+75.9% |