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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 | $122,601 | $138,102-11.2% | $125,381-2.2% | $134,532-8.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.15% | 750.73%-759.9pp | 572.31%-581.5pp | 418.27%-427.4pp |
| Employer contribution / active EE | $745 | $5,245-85.8% | $4,815-84.5% | $4,741-84.3% |
| Participant deferral / active EE | $5,200 | $7,801-33.3% | $7,448-30.2% | $6,401-18.8% |
| Admin fee / account holder | $1,419 | $11,568-87.7% | $10,007-85.8% | $11,429-87.6% |