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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 | $66,061 | $160,059-58.7% | $140,019-52.8% | $135,380-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.75% | 911.48%-913.2pp | 651.17%-652.9pp | 519.81%-521.6pp |
| Employer contribution / active EE | $1,292 | $6,420-79.9% | $5,605-77.0% | $4,779-73.0% |
| Participant deferral / active EE | $15,250 | $7,641+99.6% | $6,927+120.2% | $5,609+171.9% |
| Admin fee / account holder | $4,500 | $13,328-66.2% | $10,705-58.0% | $10,828-58.4% |