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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 | $58,842 | $97,729-39.8% | $83,830-29.8% | $135,379-56.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.85% | 1287.52%-1293.4pp | 850.97%-856.8pp | 519.79%-525.6pp |
| Employer contribution / active EE | $556 | $4,222-86.8% | $3,631-84.7% | $4,779-88.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $773 | $6,674-88.4% | $5,479-85.9% | $10,828-92.9% |