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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 | $70,912 | $97,732-27.4% | $83,831-15.4% | $135,380-47.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -2.29% | 1287.56%-1289.8pp | 850.99%-853.3pp | 519.81%-522.1pp |
| Employer contribution / active EE | $400 | $4,222-90.5% | $3,631-89.0% | $4,779-91.6% |
| Participant deferral / active EE | $5,598 | $4,683+19.5% | $4,082+37.1% | $5,609-0.2% |
| Admin fee / account holder | $16,224 | $6,675+143.1% | $5,479+196.1% | $10,828+49.8% |