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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 | $75,100 | $168,635-55.5% | $147,617-49.1% | $125,389-40.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.93% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,101 | $6,252-82.4% | $5,564-80.2% | $4,866-77.4% |
| Participant deferral / active EE | $6,598 | $5,507+19.8% | $4,895+34.8% | $5,352+23.3% |
| Admin fee / account holder | $8,306 | $13,580-38.8% | $11,612-28.5% | $9,541-12.9% |