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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 | $54,776 | $168,635-67.5% | $147,617-62.9% | $125,389-56.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.89% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,047 | $6,252-83.3% | $5,564-81.2% | $4,866-78.5% |
| Participant deferral / active EE | $4,525 | $5,507-17.8% | $4,895-7.6% | $5,352-15.4% |
| Admin fee / account holder | $639 | $13,580-95.3% | $11,612-94.5% | $9,541-93.3% |