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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 | $40,415 | $138,114-70.7% | $125,391-67.8% | $134,545-70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $845 | $5,246-83.9% | $4,816-82.5% | $4,742-82.2% |
| Participant deferral / active EE | $4,299 | $7,801-44.9% | $7,448-42.3% | $6,401-32.8% |
| Admin fee / account holder | $9,731 | $11,570-15.9% | $10,009-2.8% | $11,431-14.9% |