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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 | $68,560 | $197,819-65.3% | $155,789-56.0% | $125,393-45.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.11% | 86.73%-86.8pp | 71.54%-71.6pp | 282.23%-282.3pp |
| Employer contribution / active EE | $104 | $4,850-97.9% | $3,839-97.3% | $4,866-97.9% |
| Participant deferral / active EE | $8,400 | $5,631+49.2% | $4,798+75.1% | $5,351+57.0% |
| Admin fee / account holder | $977 | $9,544-89.8% | $7,477-86.9% | $9,541-89.8% |