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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 | $106,854 | $180,466-40.8% | $154,114-30.7% | $135,382-21.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.58% | 888.15%-890.7pp | 735.16%-737.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $450 | $6,035-92.5% | $5,298-91.5% | $4,779-90.6% |
| Participant deferral / active EE | $2,500 | $5,806-56.9% | $5,081-50.8% | $5,609-55.4% |
| Admin fee / account holder | $7,600 | $16,144-52.9% | $13,411-43.3% | $10,829-29.8% |