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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 | $40,143 | $135,645-70.4% | $110,243-63.6% | $135,380-70.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.74% | 513.24%-518.0pp | 314.76%-319.5pp | 519.81%-524.5pp |
| Employer contribution / active EE | $617 | $4,907-87.4% | $3,827-83.9% | $4,779-87.1% |
| Participant deferral / active EE | $12,250 | $5,507+122.4% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $10,934 | $11,458-4.6% | $8,548+27.9% | $10,828+1.0% |