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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 | $118,618 | $135,639-12.5% | $110,241+7.6% | $135,382-12.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.62% | 513.21%-521.8pp | 314.75%-323.4pp | 519.77%-528.4pp |
| Employer contribution / active EE | $857 | $4,907-82.5% | $3,827-77.6% | $4,779-82.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,287 | $11,457-88.8% | $8,548-84.9% | $10,829-88.1% |